All Forum Posts by: Zasa Swanson

@Natalie Bender Hi Natalie Apologies on my late response. Would love to connect with you. Thank you. ZASA

Good Afternoon Kyle. 
Thank you for responding. Appreciate very much.

I am interested in understanding the details you are sharing. 

Will connect. ZASA

Good Morning 

@Dylan Brown Thank you very much. I am unskilled in 1031 Exchanges to QOFs or DSTs so I will need to digest what you are saying to arrive at next steps. I also got separately that I would need to plan ahead and engage a Qualified Individual ahead of the sale. I got though all the nitty/gritties you were talking about —but at the superficial level because again for my lack of skill with it. 

Thank you for the offer. Once I do some digestion and additional home work I may take you up on it.

Thank you very much. 
ZASA

Hi @Dave Foster Good Morning and thank you very much. Really appreciate. ZASA

RECORD 304 FAIRMOUNT

Hi BP community,

#1031Exchange #DelawareStatutoryTrust #DST #QOF #QualifiedOpportunityFund #RealEstateTax #CapitalGains #CARealEstate #NYTax #PassiveIncome #LegacyPlanning #MultifamilyInvestor #RealEstateStrategy

Seeking Savvy CPA or RE Tax Advisor – 4-Unit Oakland Sale / 1031 or DST Strategy + NY Residency

Hi, 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. 

#1031Exchange #DelawareStatutoryTrust #DST #QOF #QualifiedOpportunityFund #RealEstateTax #CapitalGains #CARealEstate #NYTax #PassiveIncome #LegacyPlanning #MultifamilyInvestor #RealEstateStrategy

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

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!

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!