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Episode 063 – Start Smart Tax Planning NOW: 1031, 2 DST Strategies & Opportunity Zones 2.0
This episode of Realty Speak dives deep into the world of tax-efficient planning with my co-host David Feeser of 1031 Specialists and our guest Paulo Aguilar of Wealthstone Group.
We cover 1031 and 721 exchanges, Delaware Statutory Trusts, Deferred Sales Trusts and the evolution from Opportunity Zones 1.0 to the new, permanent 2.0 under the “One Big Beautiful Bill.”
Paulo and David share how to preserve wealth, defer capital gains and create smart, tax-efficient portfolios tailored to your goals.
Packed with insights and critical takeaways, this is a must-listen for anyone navigating real estate transactions, a business sale or other passive investment strategies.
To Reach David:
David Feeser
Mobile – 929-552-6313
Email – [email protected]
https://www.1031specialists.com/
https://www.linkedin.com/in/david-feeser-0b0aa0/
To Reach Paulo:
Paulo Aguilar, CFA, CAIA
Wealthstone Group
Office – 201-751-2110
Email – [email protected]
https://www.wealthstonegroup.com/
https://www.linkedin.com/in/pauloaguilar/
To Reach Bill:
As always – Bill, the host of Realty Speak, is ready to be a resource to you when you finance, sell or purchase investment real estate and help you navigate around what you already own.
Email [email protected]
Call/Text 917-232-8529.
Visit Bill’s website www.billweidner.com
Connect with Bill on LinkedIn https://www.linkedin.com/in/billweidner/
ALL EPISODES on the website: https://realtyspeak.nyc/episodes/
ALL EPISODES on the APPS: Spotify – Apple Podcast – Podcast Republic for Android
Additional Resources from Bill:
NYC Local Law 152 – Periodic Inspection of Gas Piping Systems – Solution @ https://www.keepmygas.nyc/
Property Owner and Property Manager Resources
https://realtyspeak.nyc/property-owner-and-manager-resources
https://manhattanvendorsgroup.com/
Thinking of selling your investment Property?
CLICK HERE to contact me to discuss your goals so I can craft a plan to sell your investment real estate and also make sure that at closing you have a plan for the sale proceeds and that you shelter as much of those proceeds from capital gains tax as possible.
View all episodes
By Bill Weidner - Licensed Real Estate Broker
4.6
1111 ratings
This episode of Realty Speak dives deep into the world of tax-efficient planning with my co-host David Feeser of 1031 Specialists and our guest Paulo Aguilar of Wealthstone Group.
We cover 1031 and 721 exchanges, Delaware Statutory Trusts, Deferred Sales Trusts and the evolution from Opportunity Zones 1.0 to the new, permanent 2.0 under the “One Big Beautiful Bill.”
Paulo and David share how to preserve wealth, defer capital gains and create smart, tax-efficient portfolios tailored to your goals.
Packed with insights and critical takeaways, this is a must-listen for anyone navigating real estate transactions, a business sale or other passive investment strategies.
To Reach David:
David Feeser
Mobile – 929-552-6313
Email – [email protected]
https://www.1031specialists.com/
https://www.linkedin.com/in/david-feeser-0b0aa0/
To Reach Paulo:
Paulo Aguilar, CFA, CAIA
Wealthstone Group
Office – 201-751-2110
Email – [email protected]
https://www.wealthstonegroup.com/
https://www.linkedin.com/in/pauloaguilar/
To Reach Bill:
As always – Bill, the host of Realty Speak, is ready to be a resource to you when you finance, sell or purchase investment real estate and help you navigate around what you already own.
Email [email protected]
Call/Text 917-232-8529.
Visit Bill’s website www.billweidner.com
Connect with Bill on LinkedIn https://www.linkedin.com/in/billweidner/
ALL EPISODES on the website: https://realtyspeak.nyc/episodes/
ALL EPISODES on the APPS: Spotify – Apple Podcast – Podcast Republic for Android
Additional Resources from Bill:
NYC Local Law 152 – Periodic Inspection of Gas Piping Systems – Solution @ https://www.keepmygas.nyc/
Property Owner and Property Manager Resources
https://realtyspeak.nyc/property-owner-and-manager-resources
https://manhattanvendorsgroup.com/
Thinking of selling your investment Property?
CLICK HERE to contact me to discuss your goals so I can craft a plan to sell your investment real estate and also make sure that at closing you have a plan for the sale proceeds and that you shelter as much of those proceeds from capital gains tax as possible.
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