--- title: Introduction to 1031 Exchanges, 721 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit description: Join our 1-hour webinar to earn 1 CPE credit and learn advanced 1031 Exchange strategies to enhance your tax planning expertise for real estate clients. image: https://blog.wealthstonegroup.com/hubfs/Wealthstone-Webinar-May-7-2025.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) Events # Introduction to 1031 Exchanges, 721 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit ATTENTION CPAs. Earn a free CPE credit by joining our 1-hour webinar on advanced tax deferral strategies tailored for real estate investors. This course will focus on 1031 Exchanges, 721 Exchanges (721 UPREIT), Delaware Statutory Trusts (DSTs), and other passive real estate investment options under the 1031 code. Enacted over 100 years ago through the Revenue Act of 1921, IRC §1031 allows property owners to defer capital gains taxes when exchanging like-kind properties for business or investment use. Despite changes over the years, the core benefit of tax deferral remains, making it a crucial tool for real estate reinvestment. Hosted by Wealthstone Group and Exeter 1031, this session will equip CPAs with the knowledge to advise clients on leveraging this powerful tax strategy. **When:** May 7th, 2025 11:00am ET What you will learn: - **Key 1031 Exchange Rules:** - Timelines for property identification and closing - Requirements for replacing equity and debt - What qualifies as like-kind property - The role of a Qualified Intermediary in facilitating 1031 exchanges - **Strategy & Implementation** - Strategies for incorporating 1031 Exchanges, DSTs, and 721 UPREITs into broader tax and estate planning - Active versus passive ownership structures – Direct, DSTs, TICs, NNN Properties - Examples of eligible exchanges, including transitions into REIT ownership through a 721 Exchange   By attending, you’ll enhance your ability to navigate the complexities of tax-deferred real estate transactions and provide smarter solutions for your clients.   Additional Information for CPAs Attending This webinar is free and will be conducted online via Zoom. It is classified as a basic program level, requiring no prerequisites or advanced preparation. CPAs who attend will earn 1 CPE credit in "Specialized Knowledge". A certificate of completion will be provided, and a list of attendees, including names, phone numbers, and email addresses, will be collected to facilitate certificate distribution. ### Presenters: ![Paulo-Headshot](https://blog.wealthstonegroup.com/hs-fs/hubfs/Paulo-Headshot.jpg?width=1042&height=1042&name=Paulo-Headshot.jpg) Paulo Aguilar, CFA, CAIA Partner | Senior Investment Advisor ![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png) ![LaurenS](https://blog.wealthstonegroup.com/hs-fs/hubfs/LaurenS.jpg?width=1042&height=1042&name=LaurenS.jpg) Lauren Speidel Qualified Intermediary | Regional Manager ![IMG_8088](https://blog.wealthstonegroup.com/hs-fs/hubfs/IMG_8088.jpeg?width=300&height=116&name=IMG_8088.jpeg) *Disclosure: Securities offered through Arkadios Capital. Member FINRA/SIPC. Advisory services offered through Arkadios Wealth. Wealthstone Group and Arkadios are not affiliated through any ownership.* Topics: [Previous](https://blog.wealthstonegroup.com/events/tag/previous) #### Share this [Share on X](https://x.com/intent/post?url=https://blog.wealthstonegroup.com/events/introduction-to-1031-exchanges-dsts-and-other-passive-real-estate-options-may-7-25&text=Introduction+to+1031+Exchanges%2C+721+Exchanges%2C+DSTs+and+Other+Passive+Real+Estate+Options+-+1+CPE+Credit) [Share on Facebook](https://www.facebook.com/sharer/sharer.php?u=https://blog.wealthstonegroup.com/events/introduction-to-1031-exchanges-dsts-and-other-passive-real-estate-options-may-7-25&t=Introduction+to+1031+Exchanges%2C+721+Exchanges%2C+DSTs+and+Other+Passive+Real+Estate+Options+-+1+CPE+Credit) [Share on LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthstonegroup.com/events/introduction-to-1031-exchanges-dsts-and-other-passive-real-estate-options-may-7-25&t=Introduction+to+1031+Exchanges%2C+721+Exchanges%2C+DSTs+and+Other+Passive+Real+Estate+Options+-+1+CPE+Credit) ### Register Here ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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