Session Sneak Peek: John Newhouse
August 24, 2026
John Newhouse is an attorney, Certified Financial Planner professional, Certified Divorce Financial Analyst, Accredited Investment Fiduciary, adjunct professor, and frequent continuing professional education presenter.
As a Wealth Management Advisor and Attorney with Vineyard Asset Management, John works with individuals, business owners, and real estate investors on matters involving wealth management, estate planning, tax strategy, retirement planning, fiduciary issues, and real estate transactions. His practice places a particular emphasis on helping clients navigate complex real estate dispositions, §1031 exchanges, Delaware Statutory Trusts (DSTs), and other tax-efficient planning strategies
Q&A with John Newhouse
OSCPA: Why should members attend your session?
Newhouse: CPAs are often the first professionals to recognize that a client has a significant tax problem before the client understands it themselves. A client may be preparing to sell a rental property, business real estate, a family farm, or a highly appreciated investment property without realizing the impact of capital gains taxes, depreciation recapture, and NIIT. This session provides a practical framework for identifying those issues early and understanding the planning options available, including the use of Delaware Statutory Trusts as potential §1031 replacement property.
OSCPA: What inspired you to teach on this topic?
Newhouse: I regularly work with real estate owners who are tired of tenants, maintenance calls, vacancies, and the burdens of active management but are hesitant to sell because of the tax consequences. Many CPAs encounter these clients long before an attorney, qualified intermediary, or financial advisor becomes involved. I wanted to create a program that helps CPAs better understand both the technical rules and the practical planning considerations.
OSCPA: What's one misconception you frequently hear about §1031 exchanges and DSTs?
Newhouse: Many people assume a §1031 exchange permanently eliminates taxes or that all DSTs are essentially the same. Neither is true. A §1031 exchange generally defers taxes rather than eliminates them, and DSTs involve important suitability, liquidity, and risk considerations that should be carefully evaluated before investing.
Attend the Session
Modernizing the §1031 Exchange Using Delaware Statutory Trusts to Better Serve Clients
September 24 | 9:00 AM | Virtual| Recommended CPE: 2 hours