For investors · Taxes & structures

Taxes & structures

K-1s, 1031 exchanges and DSTs, Opportunity Zones and oil and gas: how the structures work.

Guides

Read these first

What a Schedule K-1 reports, when it arrives, why extensions are common, and questions to bring to your CPA.

The 45-day and 180-day rules, identification options, how Delaware Statutory Trusts fit, and 2025 DST market data.

How qualified opportunity funds work, what the One Big Beautiful Bill Act changed, and QOF market data through 2025.

Working interests vs royalties, intangible drilling costs, depletion, passive loss rules and what price volatility means for you.

Free tools

Calendar

K-1, estimated tax, 1031 and OZ dates, downloadable to your calendar.

10 charts on rates, credit, capital flows and energy, with LP takeaways.