--- title: Insights (3) description: Wealthstone Group | Insights (3) image: https://blog.wealthstonegroup.com/hubfs/WealthstoneGroup.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) - 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[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) # All Topics [All Topics](https://blog.wealthstonegroup.com/insights) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) [Wealth & Estate Planning](https://blog.wealthstonegroup.com/insights/tag/wealth-estate-planning) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) [721 Exchange / UPREIT](https://blog.wealthstonegroup.com/insights/tag/721-exchange-upreit) [REIT](https://blog.wealthstonegroup.com/insights/tag/reit) [Passive Real Estate Investing](https://blog.wealthstonegroup.com/insights/tag/passive-real-estate-investing) [Qualified Opportunity Zones (QOZs)](https://blog.wealthstonegroup.com/insights/tag/qualified-opportunity-zones-qozs) [The December 31, 2026 QOZ Deferral Deadline: What Investors Need to Do Before It Arrives](https://blog.wealthstonegroup.com/insights/qoz-fund-december-2026-deferral-deadline) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-.jpg) [Qualified Opportunity Zones (QOZs)](https://blog.wealthstonegroup.com/insights/tag/qualified-opportunity-zones-qozs) ### The December 31, 2026 QOZ Deferral Deadline: What Investors Need to Do Before It Arrives Prepare for the December 31, 2026 QOZ tax recognition milestone. Understand your deferred gain, valuation needs, and tax planning strategies. Aug 14, 2026 4 min read [Selling Your Business Is Only Half the Plan: How to Align Your Exit With Your Personal and Financial Goals](https://blog.wealthstonegroup.com/insights/business-exit-strategy-personal-financial-goals) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-FI-3.jpg) [Business Exit Planning](https://blog.wealthstonegroup.com/insights/tag/business-exit-planning) ### Selling Your Business Is Only Half the Plan: How to Align Your Exit With Your Personal and Financial Goals Learn how to align your business exit strategy with personal and financial goals for a successful transition after selling your company. Aug 12, 2026 4 min read [Small-Bay Industrial Real Estate: Why the Asset Class Is Gaining Attention From 1031 Exchange Investors](https://blog.wealthstonegroup.com/insights/small-bay-industrial-dst-1031-exchange) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-city.jpeg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Small-Bay Industrial Real Estate: Why the Asset Class Is Gaining Attention From 1031 Exchange Investors Discover why small-bay industrial real estate is attracting 1031 exchange investors, offering diversified income and stability in local economies. Aug 10, 2026 4 min read [Lender Cash Traps in a 1031 Exchange: Four Scenarios That Can Derail a Replacement Property Closing](https://blog.wealthstonegroup.com/insights/1031-exchange-lender-cash-traps) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168Wealthstone-Insights-1.jpg) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### Lender Cash Traps in a 1031 Exchange: Four Scenarios That Can Derail a Replacement Property Closing Learn how to navigate financing risks in a 1031 exchange, including appraisal issues and underwriting delays, to ensure a successful property closing. Aug 07, 2026 4 min read [How Long Do You Need to Hold a 1031 Replacement Property Before Converting It to Personal Use](https://blog.wealthstonegroup.com/insights/1031-property-convert-primary-residence) ![](https://blog.wealthstonegroup.com/hubfs/social-suggested-images/44709168.fs1.hubspotusercontent-na1.nethubfs44709168stock-photo-black-building-during-day.jpeg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### How Long Do You Need to Hold a 1031 Replacement Property Before Converting It to Personal Use Learn how to navigate the transition from a 1031 exchange replacement property to personal use, ensuring compliance and maximizing tax benefits. Aug 05, 2026 4 min read [Can You 1031 Exchange Into a Lower-Priced Property and What Happens When You Do](https://blog.wealthstonegroup.com/insights/can-you-1031-exchange-into-a-lower-priced-property-and-what-happens-when-you-do) ![](https://blog.wealthstonegroup.com/hubfs/WS-InsightsFI5.jpg) [1031 Exchange](https://blog.wealthstonegroup.com/insights/tag/1031-exchange) ### Can You 1031 Exchange Into a Lower-Priced Property and What Happens When You Do Discover how a 1031 exchange allows for purchasing lower-priced properties and understand the tax implications of accepting boot in your investment strategy. Aug 03, 2026 4 min read [How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners](https://blog.wealthstonegroup.com/insights/how-the-permanent-estate-tax-exemption-changes-planning-for-real-estate-investors-and-business-owners) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog.png) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### How the Permanent Estate Tax Exemption Changes Planning for Real Estate Investors and Business Owners Discover how the permanent estate tax exemption changes planning for real estate investors and business owners, offering new opportunities for wealth transfer strategies. Jul 29, 2026 5 min read [How DST Sponsor Reporting Works After a 1031 Exchange Investment](https://blog.wealthstonegroup.com/insights/how-dst-sponsor-reporting-works-after-a-1031-exchange-investment) ![](https://blog.wealthstonegroup.com/hubfs/Wealthstone-Blog2.png) [Delaware Statutory Trusts (DSTs)](https://blog.wealthstonegroup.com/insights/tag/delaware-statutory-trusts-dsts) ### How DST Sponsor Reporting Works After a 1031 Exchange Investment Understand the nuances of DST tax reporting after a 1031 exchange, including income reporting, depreciation, and essential CPA considerations. Jul 27, 2026 5 min read [How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026](https://blog.wealthstonegroup.com/insights/how-the-one-big-beautiful-bill-act-changes-real-estate-and-business-tax-planning-in-2026) ![](https://blog.wealthstonegroup.com/hubfs/WS-Commentary.jpg) [Tax Mitigation](https://blog.wealthstonegroup.com/insights/tag/tax-mitigation) ### How the One Big Beautiful Bill Act Changes Real Estate and Business Tax Planning in 2026 The One Big Beautiful Bill Act establishes a permanent $15 million estate and gift tax exemption, affecting real estate and business tax planning from 2026 onward. Jul 24, 2026 5 min read Load More Insights   ![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. [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](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) Company - [About](https://blog.wealthstonegroup.com/about) - [Contact](https://www.wealthstonegroup.com/contact) - [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) Not an offer to buy, nor a solicitation to sell securities. 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