For CPAs and Attorneys
Tax-Advantaged Solutions Your Clients Need
When your clients face significant capital gains events — property sales, business exits, concentrated stock positions — they look to you for answers. 1031 exchanges and DSTs are powerful tools in the tax planning toolkit, but they require specialized execution. That's where we come in.
Our Toolkit
Specialized solutions for your clients' capital gains events and tax planning needs.
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1031 Exchange Execution
Full-service 1031 exchange coordination from property sale through replacement property acquisition. We work with your client's QI and legal team to help ensure compliance with all IRS requirements.
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Delaware Statutory Trust (DST) Access
Pre-vetted, institutional-quality DST offerings from established sponsors. Multifamily, industrial, medical office, net-lease — diversified by geography and asset class.
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Beyond 1031
For clients with capital gains events outside real estate, we may offer access to Opportunity Zone Funds, Intangible Drilling Cost (IDC) programs, and Roth conversion strategies through development deals.
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Due Diligence Support
We provide detailed offering materials, sponsor track records, property-level financials, and risk disclosures. Your review process is our priority.
Why CPAs and Attorneys Partner With Us
We Speak Your Language
We understand basis calculations, depreciation recapture, net investment income tax, and the nuances that matter to tax professionals. No fluff.
Compliance First
All offerings are securities offered through Concorde Investment Services, LLC (CIS), Member FINRA/SIPC. We follow FINRA guidelines and provide proper disclosures. Your reputation is safe.
Ongoing Communication
We send regular updates on your referred clients' investments. You stay informed without doing the legwork.
Schedule a Due Diligence Call
We welcome the opportunity to discuss how our solutions may complement your practice. No obligation — just a straightforward conversation about what we offer.