A R E Y O U A C P A ?
Need More Tax-Efficient Options for Clients?
Help CPAs nationwide explore pre-vetted tax-aware investment strategies for income tax, capital gains, depreciation, diversification, and other complex planning needs.
We provide access to strategies and investment education that may complement the tax planning you already provide. Let's get in touch!
Have a Client Situation You’d Like to Discuss?
Register in the form to get a complimentary conversation with our team to discuss a client’s upcoming sale, capital gains exposure, or need for tax-aware reinvestment options.
Nationwide guidance
Educational conversation
Focused on your goals and questions
Available by phone or Zoom
SCHEDULE A FREE COMPLIMENTARY CONSULTATION
Fill in the form and receive access to our educational library with guides, eBooks, and resources you can review or share with clients.
We will connect with you shortly.
*Accredited investors are defined under SEC Rule 506 of Regulation D. Generally, an investor is deemed accredited if their net worth is greater than $1,000,000 exclusive of their primary residence and/or their annual income exceeds $200,000 for the current and past two years. Click here to learn more.
PREFER TO TALK?
Call or Text:
(801) 815-6619
ray@1031dstgroup.com
Email:
WE CAN HELP YOU
Does this sound familiar?
Clients With High Income and High Taxes
Some clients have strong income but limited investment strategies coordinated with their broader tax plan
A Significant Tax Event Is Approaching
A property sale, business event, year-end income, or other taxable transaction may create pressure to evaluate options before decisions are finalized
The Tax Plan Needs Investment Solutions
You may know what needs to happen from a tax perspective, but your client still needs suitable investment options that may help support the strategy
SOLUTIONS & SUPPORT
How 1031 DST Group helps you
Pre-vetted Solutions
DSTs, 1031 replacements, bonus depreciation strategies, Qualified Opportunity Zones, oil & gas, mineral rights, precious metals, and conservation-based investments options, with thorough due diligence
Tax-aware Strategies
We help evaluate the right fit for your client with alternative and available strategies we have ready to offer
Client-ready Resources
Educational materials, webinars and guides to help you and your clients make informed decisions
A Reliable Resource for CPAs
Thorough Due Diligence
Rigorous vetting of sponsors, properties, and structure so you can move forward with confidence
Process Clarity
Clear communication, timelines, and paperwork, so exchanges move forward smoothly and on track
Investor Suitability Focus
We focus on aligning solutions with your clients' goals, risk tolerance, and need for passive ownership
Responsive Support
We're here when your need us, with practical guidance and fast follow up
A FOUNDATION OF TRUST
Experience. Integrity. Commitment.
$1 Billion+
Assets Under Management
(AUM)
300+
Past and Current
Combined Offerings
50 +
Years of Combined Experience
WHAT OUR CLIENTS SAY
“I wanted to defer taxes and simplify my investments, and 1031 DST Group did just that. The tax savings have been a big help. I'm very pleased with how it all worked out.“
— Carol S.
“They helped me reinvest all my real estate gains in a way that made sense for my retirement. They took care of the details, and I'm now enjoying stable income. I'd recommend them to anyone in my shoes.“
— Robert M., Retired Investor
“Ray has proven to be a creative and savvy manager of my portfolio. He actively reviews opportunities and we have frequent discussions about the appropriation of my funds. I strongly recommend Ray's services.“
— Mark O., Business Owner & investor
*Testimonials may not be representative of the experience of other clients and are not a guarantee of future performance or success.
STAY INFORMED. STAY AHEAD
Resources & Insights
Explore upcoming events, expert insights, and educational resources designed to help informed, tax-aware investment decisions.
STAY CONNECTED
Find Us on Your Favorite Apps. Follow us for educational content, webinar invitations, and real-world investment insights. Always in your feed. Always in your pocket.