Decoding DSTs: Real Estate’s Best-Kept Secret (Shhh!) 1 Credit
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Ready to uncover the mysteries of Delaware Statutory Trusts (DSTs) and revolutionize your real estate investment approach? In a marketplace teeming with astute investors seeking cutting-edge opportunities, grasping the intricacies of DSTs has become indispensable. This captivating program invites professional advisors and clients to immerse themselves in the foundational principles of DSTs, investigate their pivotal function in 1031 exchanges, and unearth the many advantages they provide, especially for those over 50. From fractional ownership to passive investment strategies, expect insights that can fundamentally alter your financial trajectory.
This interactive experience goes beyond surface-level exploration; it plunges into pragmatic strategies that harness DSTs for tax deferral and portfolio diversification. Acquire the skills to collaborate seamlessly with other industry professionals, navigate common pitfalls, and empower your clients with the essential knowledge for fruitful investments. The program focuses on concrete, actionable steps, ensuring that advisors depart equipped with a toolkit primed for immediate implementation.
Major Topics Covered:
Embark on this enlightening journey through DSTs, where opportunity seamlessly intertwines with strategy. Arm yourself with the expertise to expertly guide your clients through the intricate maze of real estate investments.
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1741) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332206) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1741) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332206) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1741) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332206) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02155-24-S) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-02155-24-O) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) (Approval No. GEHNZ-T-02155-24-O) | 1 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-1741) | 1 CE | Approved |
| Taxes for Delaware Licensed Public Accountant (DE-LPA) | 1 CPE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-02155-24-O) | 1 CE | Approved |
| Investment Planning for Certified Financial Planner (CFP-US) (Approval No. 332206) (Valid upto : Dec 31, 2025) | 1 CE | Approved |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-02155-24-O) | 1 CE | Eligible |
| Taxes for Iowa Licensed Public Accountant (IA-LPA) | 1 CPE | Eligible |
| Taxes for Maine Licensed Public Accountant (ME-LPA) | 1 CPE | Eligible |
| Chartered Advisor in Philanthropy (CAP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-02155-24-O) | 1 CE | Approved |
| Chartered Life Underwriter (CLU) | 1 CE | Eligible |
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Pre-requisites
Advance Preparation
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Founder & CEO, The Real Estate Whisperer Financial Planning and Education
Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.
As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.
Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.
Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.
Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JM
Instructor provided an excellent well organized presentation in a easy to understand conversational manner. The topic was covered well in the 1 hour with examples and explanations. It was made clear that there were many other types of DSTs to explore. Thank you for such an informative course.
MB
This was my first exposure to Delaware Statutory Trusts (DSTs) – I believe that the population of candidates will be restricted for my client base considering the SEC-regulations and suitability standards. The detail in the case study scenarios should prove to be a valuable planning tool.
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