Insights

Expert insights on maximizing wealth through real estate investments leveraging the 1031 Exchange, Delaware Statutory Trusts (DSTs), 721 UPREITs, Qualified Opportunity Zones (QOZs) and other alternative tax-advantaged investments. These insights draw on our extensive industry expertise to develop customized strategies that drive our clients' financial success.

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Planning for Business Sale, Succession, or Disposition: 5 Factors to Consider

Planning for Business Sale, Succession, or Disposition: 5 Factors to Consider

Learn essential factors for planning a business sale or succession, from setting clear goals to tax strategies and choosing the right successor.

Feb 01, 2025 3 min read
Is My Rental Property Tax Deductible?

Is My Rental Property Tax Deductible?

Learn how to maximize your tax deductions and optimize returns on your rental property by understanding IRS rules and classification guidelines.

Jan 25, 2025 2 min read
Tax Loss Harvesting: A Key Strategy for Tax-Efficient Investing

Tax Loss Harvesting: A Key Strategy for Tax-Efficient Investing

Learn how tax loss harvesting can reduce your taxable income, enhance portfolio returns, and navigate the complexities of the IRS wash sale rule effectively.

Jan 18, 2025 2 min read
Tax Advantages of Investing in Oil & Gas

Tax Advantages of Investing in Oil & Gas

Discover the tax advantages of investing in oil and gas, including deductions and allowances, to maximize your financial benefits in this high-demand sector.

Jan 15, 2025 3 min read
Building Wealth in Real Estate: Why a Tailored Strategy Matters

Building Wealth in Real Estate: Why a Tailored Strategy Matters

Discover the importance of a tailored strategy in real estate investing for navigating market cycles, managing risk, and maximizing returns for long-term wealth building.

Jan 15, 2025 3 min read
Five Steps to a Successful 1031 Exchange

Five Steps to a Successful 1031 Exchange

Learn the critical steps for a successful 1031 exchange to defer taxes and reinvest in like-kind properties with expert guidance from Wealthstone Group.

Jan 15, 2025 2 min read
Short-Term Rental Tax Strategy: A Smarter Way to Lower Your Tax Bill

Short-Term Rental Tax Strategy: A Smarter Way to Lower Your Tax Bill

Learn how the Short-Term Rental (STR) Tax Strategy can help you legally reduce your tax burden and increase your wealth-building potential.

Jan 15, 2025 2 min read
What is a Taxable Event? Understanding Triggers for Taxable Income

What is a Taxable Event? Understanding Triggers for Taxable Income

Learn about taxable events, their impact on tax liabilities, and strategic planning to minimize taxes and enhance your financial outcomes.

Jan 15, 2025 3 min read
Why High-Net-Worth Families Struggle to Sustain Their Legacy Through Real Estate

Why High-Net-Worth Families Struggle to Sustain Their Legacy Through Real Estate

Discover why high-net-worth families struggle to sustain their legacy through real estate and learn strategies for long-term wealth preservation.

Oct 30, 2024 2 min read