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

[Zasa Swanson]

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