Seeking Tax Advisor – 4-Unit Oakland Sale / 1031 or DST Strategy + NY Residenc

[Zasa Swanson]

Hi BP community,

I’m looking for a real estate-savvy CPA or tax advisor—or anyone experienced with long-term income and legacy planning strategies.

I’m selling a non-owner occupied 4-unit property in Oakland, CA while currently maintaining New York residency, and I’d like to:

• Defer capital gains taxes
• Transition into passive real estate income
• Preserve assets for my children

I’m exploring:

• 1031 Exchange via Delaware Statutory Trust (DST)
• Qualified Opportunity Funds (QOFs)
• And need guidance on CA-to-NY residency tax implications

If you’ve worked with someone knowledgeable—or have insights to share—I’d really appreciate it.

Thanks in advance!