Tax Strategies: A Wealth Managers Edge for High-Value Clients and Prospecting

Many clients have a large unrealized gain, whether from a business sale, a concentrated stock position or appreciated real estate, and no clean way to move it without a big tax bill. In this article, Larry Goff explains why Qualified Opportunity Zones and Delaware Statutory Trusts belong in every wealth manager’s planning toolkit. He covers how recent legislation made the Opportunity Zone program permanent, how DSTs help clients leave active property ownership while keeping 1031 treatment, and why advisors should raise these strategies well before a sale closes.