Resources & Insights
Educational articles and guides on capital gains strategies, 1031 exchanges, Delaware Statutory Trusts and tax-efficient investing for accredited investors.
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Financial Calculators
Estimate deferred gains, exchange deadlines, and after-tax outcomes with our interactive planning tools.
Open the calculators → EditorialThe Grace Capital Journal
Perspectives on markets, tax strategy, and disciplined wealth-building from the Grace Capital team.
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In-depth guides on 1031 exchanges, capital gains, and tax-advantaged strategies — written for accredited investors.
Read the guides → ReferenceInvestment Glossary
Plain-English definitions of the tax and investment terms behind 1031 exchanges, Opportunity Zones, and alternatives.
Browse the glossary → ReferenceStrategy Comparisons
Side-by-side breakdowns — DST vs. TIC, 1031 vs. Opportunity Zone, 1031 vs. paying the tax, and more.
Compare strategies →Educational Resources for Tax-Efficient Investing
Stay informed with our latest articles on tax-advantaged investing, alternative investment strategies, and wealth management insights for accredited investors in Austin, Dallas, Houston, San Antonio, and nationwide.
Our knowledge center breaks down the strategies accredited investors use to manage tax on large capital gains and income events — from property sales and business exits to stock liquidations. Each article is written in plain language, focuses on how a strategy works and where it fits, and is designed to be read alongside your CPA and attorney rather than in place of them.
Topics we cover include 1031 exchanges and Delaware Statutory Trusts (DSTs), Opportunity Zone funds, Intangible Drilling Cost (IDC) programs, tax-loss harvesting, and development deals paired with Roth conversion strategies. Because Texas has no state income tax, many of these strategies carry an added advantage for Texas-based investors — start with how much capital gains tax is in Texas (state rate 0%; the federal bill still applies), then the 1031 calculator if you are modeling a deferral.
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Guides
6 articlesEarl Proeger
Registered Representative of Concorde Investment Services, LLC
Grace Capital Management is a hybrid RIA that acts in a fiduciary capacity when providing investment advisory services to accredited investors in Austin and nationwide.
- Series 7General Securities Representative
- Series 63Uniform Securities Agent
- SIESecurities Industry Essentials
- NMLS #1159073Mortgage Loan Originator (TX)