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Delaware Statutory Trust (DST) Exchanges: Potentially Reduce Tax Liability & Mitigate Risk
Course Information
Earn: 1 NAPFA CE, plus 1 CFP® CE with completion of an optional quiz 
Content Level: Foundational
NAPFA Subject Area: D - Income Tax Planning

This Partner Solutions webinar is sponsored by:


Course Description

In this webinar, participants will explore how Delaware Statutory Trusts (DSTs) may help clients reduce tax liability and mitigate risk in real estate investments, particularly in the realm of 1031 exchanges. Discover how clients can invest their 1031 exchange proceeds into pre-acquired properties using DSTs, offering flexibility and potential tax advantages.

This Partner Solutions webinar is sponsored by Keystone.

Learning Objectives
  1. Understand tax-advantaged investment opportunities in the market
  2. Understand when to recommend investing in DSTs to their clients
  3. Learn how to implement these potentially beneficial choices for clients’ investment portfolios and taxes
Speaker
Mike Packman
Founder & CEO of Keystone

Mike Packman, CEO of Keystone (KNPRE), founded KNPRE to build a business that provides accretive impact and tax-advantaged investment opportunities for family offices and other high-net worth individuals. As CEO, he is responsible for creating and leading the execution of the firm’s long-term business strategy, identifying new opportunities for impact and growth, structuring investment opportunities, and building and maintaining the firm’s relationships. Mike is a seasoned entrepreneur in the private equity and real estate sectors, where his expertise includes fund formation, developing and successfully implementing strategies for accessing capital, and asset management.

Summary
Availability: On-Demand
Access expires on Dec 31, 2025
Initial Cost: Member: $0.00
Non-Member: $19.00
Additional Cost: CFP® CE Quiz: $0.00 - $10.00
Credit Offered:
1 NAPFA CE Credit
1 CFP® CE Credit
Contains: 2 Courses
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