Your Investors Deserve Documentation That Matches Your Due Diligence
You spent months structuring the offering. But if your investors' 1031 exchanges aren't documented correctly after closing, their tax benefits are at risk. EPC ensures every investor's exchange is reported accurately.
The Documentation Gap in DST Investments
DST 1031 exchanges involve unique complexities that most CPAs encounter rarely — if ever. Without specialized documentation, common reporting challenges include:
Fractional ownership, reserves, and offering costs create basis complexities that require specialized analysis
DST investors often leave significant deductions on the table by defaulting to the trust's depreciation schedule
Reserves, loan-to-value differences, and cash boot all require careful classification to avoid overpayment
EPC helps your investors avoid these pitfalls by providing specialized post-closing documentation that complements your offering.
How We Help Your Investors
Specialized documentation for every stage of the DST investment lifecycle
Exchange-Into-DST Documentation
We handle the post-closing analysis for investors exchanging into your DST offerings — basis allocation, boot treatment, and depreciation scheduling.
DST Sale & Re-Exchange
When your DST sells, investors need accurate documentation to exchange into their next property or properly report the sale.
Audit Assurance
If any exchange we've documented faces an IRS audit, we defend it at no additional cost. Your investors get peace of mind.
Why DST Sponsors Partner With Us
We handle documentation for multiple investors in the same offering efficiently—consistent quality, individual optimization.
When investors' exchanges are reported correctly, it reinforces confidence in your offerings and reduces post-closing questions.
We understand reserve treatment, loan-to-value implications, fractional basis allocation, and the nuances of DST sales that general CPAs rarely encounter.
Our work is backed by $2,000,000 in professional liability coverage and free audit representation.
Common DST Documentation Scenarios
- Investor exchanges relinquished property into a DST
- Investor exchanges into multiple DSTs in a single exchange
- DST property is sold and investors need sale reporting
- Step-up in basis calculations for inherited DST interests
Let's Discuss a Partnership
See how EPC can streamline post-closing documentation for your investors and strengthen your offering.