What Is a 1031 Exchange? A Simple Guide for Real Estate Investors
Selling an investment property doesn't have to mean a big tax bill. This guide breaks down how a 1031 exchange works, the critical deadlines you need to know, and who this strategy makes the most sense for. We also cover how Delaware Statutory Trusts can fit into the picture for investors looking to step back from active property management — while keeping their equity working for them.
Energy Investments and Tax Deductions: What Accredited Investors Should Know
For accredited investors, energy investments offer some of the most powerful — and most overlooked — tax advantages in the U.S. tax code. From Intangible Drilling Cost (IDC) deductions that can offset 65–80% of your investment in the year it's made, to depletion allowances and renewable energy tax credits, the right energy strategy can significantly reduce your tax burden while diversifying your portfolio.
Whether you're a high-income earner in a peak year or a business owner coming off a major liquidity event, energy investments may be the missing piece in your tax planning strategy. At True North Private Investments, we help accredited investors access curated energy opportunities — and work directly with your CPA to make sure every deduction is working as hard as you are.
Private Credit 101: A Steady Income Stream Outside the Stock Market
Private credit offers accredited investors steady, predictable income outside the stock market. Learn how direct lending and private credit funds can diversify your portfolio and generate consistent cash flow.
How to Work With Your CPA and Financial Advisor to Minimize Taxes
Tax planning isn't a once-a-year event — it's a year-round strategy. And for high-net-worth investors, the difference between a good outcome and a great one often comes down to one thing: whether your CPA and financial advisor are actually working together.
In this post, we break down what a truly coordinated planning team looks like, the key strategies that require collaboration — including 1031 exchanges, Delaware Statutory Trusts, and Qualified Opportunity Zones — and how to make sure your advisors are aligned before a major financial event catches everyone off guard.
1031 Exchange Deadlines: What Every Real Estate Investor Needs to Know
A 1031 exchange can be one of the most powerful moves in a real estate investor's playbook — but the clock starts the moment you close. Miss a deadline, and the tax deferral you worked so hard to secure disappears.
In this post, we break down the two critical timelines every investor must know: the 45-day identification window and the 180-day closing deadline. We'll walk you through the most common mistakes that derail exchanges, and show you how Delaware Statutory Trusts (DSTs) offer a smart, time-efficient solution when the pressure is on.
Whether you're planning your first exchange or your tenth, understanding these deadlines — before your property sells — could save you tens of thousands in unnecessary taxes.
Wealth Preservation Strategies for Business Owners After a Sale
You've spent years building your business — but what happens to the proceeds after you sell? Without a proactive plan, taxes alone can consume 30–40% of your sale price. Here are the strategies smart business owners use to preserve and grow their wealth after a major liquidity event.