On-Demand Courses and Live Coaching that

Take the Mystery Out of
Exiting Capital Gains Tax Deferred 

Get expert guidance you can use to exit your asset, defer capital gains tax and grow your wealth

Do you have a mortgage over basis challenge with the sale of your investment property?

1031 Exchange Pre-Qualification

Client Profile and1031 Exchange Pre-Qualification Questionnaire.

Only applies for investment real estate and only if the debt on the property you are selling is higher than the adjusted basis. 

⚠️ Confidential Files Provided by DST Wealth Management Team.

Please follow the instructions below.

It is important to complete these forms in the same title/registration as your relinquished property (example: Individual, Joint, Trust, LLC, etc.)

  • Download the Client Profile and 1031 Exchange Pre-Qualification Questionnaire
  • Answer all the questions
  • Send completed signed form to Brett@capitalgainstaxsolutions.com
  • We will send you the results after the Financial Advisor assesses your answers.