# Standing Oak Advisors

> Fee-based advisory practice (Scott Eichler, Investment Adviser Representative of Savvy Advisors, Inc., Series 65) helping California property owners defer the tax on the sale of a rental or investment property. Focus areas: 1031 exchanges, Delaware Statutory Trusts (DSTs), and Qualified Opportunity Zones (QOZs). Primary geography: California, Orange County.

## Tools
- [California rental sale tax calculator](https://standingoakadvisors.com/calculator): estimate the full tax on selling a California rental (federal capital gains, depreciation recapture, net investment income tax, and California's rate), then compare deferring with a 1031 or DST.
- [Property sale strategy decision tree](https://standingoakadvisors.com/decision-tree): answer plain-language questions to see which paths (1031, DST, QOZ, or just paying the tax) fit a given situation.

## Insights
- [How much will I owe in taxes if I sell my California rental property?](https://standingoakadvisors.com/insights/california-rental-tax-on-sale): every tax layer on a California rental sale (federal long-term capital gains, depreciation recapture, the 3.8% net investment income tax, California's ordinary-income treatment plus the 1% Behavioral Health Services Tax, and FTB Form 593 withholding), plus the Prop 19 inherited-rental and FTB Form 3840 traps, and the options to defer.
- [I want to sell my California rental: what are my options for the tax?](https://standingoakadvisors.com/insights/avoid-defer-california-capital-gains): the legitimate ways to defer or reduce the tax on a California rental sale (1031 exchange, Delaware Statutory Trust, Qualified Opportunity Zone, Section 121 primary-residence conversion, or simply paying), with the trade-offs of each.
- [I inherited a rental property in California. Between Prop 19 and capital gains, what are my options?](https://standingoakadvisors.com/insights/inherited-california-rental-prop19): the step-up in basis at death, Prop 19's narrowing of the parent-child property-tax exclusion for rental property, the depreciation recapture that survives the step-up, and the keep/sell/defer choice.
- [Did financing kill your deal?](https://standingoakadvisors.com/insights/financing-killed-your-deal): why replacement-property financing derails 1031 exchanges, the mortgage-boot rule that makes trading down on debt taxable, and how a Delaware Statutory Trust can complete an exchange without new personal financing.

## Key pages
- [How we're paid](https://standingoakadvisors.com/fees): the firm's fee-based advisory compensation, drawn from Savvy's filed Form ADV.

## Notes
- Standing Oak Advisors is an independent marketing brand name; all investment advisory services are provided through Savvy Advisors, Inc., an SEC-registered investment adviser. The two firms are not affiliated.
- Content is educational, not legal, tax, or investment advice.