WHO WE ARE
PETER MAY, JD, LLM, CFP & ROSS RUBIN
Ross Rubin and Peter May, JD, LLM, CFP, of DST Sherpa, understand that individuals face unique financial challenges at every stage of life. They have a combined 40 years of experience working with individuals, families, tax practitioners, and businesses to improve their financial wellbeing.
Tax planning, retirement planning, investment positioning, 1031 Exchanges, and estate preservation are the core focuses of DST Sherpa. This allows them to integrate all aspects of your financial life into a comprehensive plan.
Peter JD, LLM, CFP received a BS in accounting from St. Louis University, a JD from Capital University Law School, and an LLM in taxation from Villanova University School of Law. He passed the Uniform CPA Examination and the NASD Series 7.
Ross Rubin earned his MBA from University of North Carolina, Chapel Hill and his undergraduate degree in Finance from the University of Florida. Ross resides in the suburbs of Philadelphia with his wife and two daughters.
Click the button below to meet us by attending one of our complimentary DST webinars
OUR APPROACH
OVERSIGHT & GUIDANCE
Any decision that could impact you, your family, your business, in any way, financially.
CASH FLOW
Coordinating your present & future Cash Flow ideal...with Tax Planning, and Investment Positioning and Estate Preservation.
INVESTMENT POSITIONING
Coordinating your Investment Positioning ideal...with Tax Planning, and Cash Flow and Estate Preservation.
1031/1033 STRATEGIES
A diversified cash flow approach that provides solutions for generational wealth & exit planning... that can include casualty losses & involuntary conversions.
TAX PLANNING
Coordinating your Tax Planning ideal...with Cash Flow, and Investment Positioning and Estate Preservation.
ESTATE PRESERVATION
Coordinating your Estate Preservation ideal...with Tax Planning, Cash Flow and Investment Positioning.
EDUCATIONAL DST WEBINAR
On this webinar, we are going to discuss DSTs, 1031 Exchanges, how they may help you if you’re an accredited investor get out of your landlord role, and how to sell while potentially mitigating tax implications. For instance:
Do you own highly appreciated investment property you feel trapped from selling due to high tax bills?
Or perhaps you’re a landlord that’s tired of the day to day phone calls of repairs needed?
Register for our webinar and see if a DST may offer you a way to enjoy the benefits of owning real estate without dealing with the headaches of being a landlord.
14 REASONS FOR OWNERS OF HIGHLY APPRECIATED PROPERTY TO USE A DELAWARE STATUTORY TRUST
Knowledge is power. It is also the foundation for intelligent, well-considered decisions. When you have retirement in sight, sound decisions are vital in helping you pursue your goals and avoid costly mistakes that can affect your future. We invite you to explore some of our educational resources to help you make sound, prudent decisions concerning your future financial objectives.
DEFER YOUR CAPITAL GAINS WITH A 1031 EXCHANGE
A TAX DEFERRED APPROACH TO SELLING YOUR REAL ESTATE INVESTMENTS
1031 EXCHANGE
For accredited investors seeking property investment opportunities, the advantage of deferring capital gains, passively owning institutional quality real estate-diversified by geography and property type, with the potential to earn an annual cash flow paid monthly, possibly tax-advantaged, could make a 1031 DST Like-Kind Exchange a key wealth building strategy for you, your family and your heirs.
TOP 6 DST FAQ’s
We are always glad to hear that you have questions! Your natural curiosity allows us to provide you with an educational knowledge base for your decisions. Let’s see if we can answer a few of the questions you may have here and then we invite you to reach out for a complimentary consultation with our firm. Yes, we are financial professionals, but we are educators first and foremost.
5 POTENTIAL ADVANTAGES
Education is very imperative to us – we focus on making sure that our clients are fully vetting a financial opportunity from every angle. It’s important to us that our clients feel comfortable and confident with not only DSTs, but our process, due diligence, and the partners/sponsors that we work with. We are dedicated to helping you navigate this opportunity with ease and knowledge.