7 Estate Planning Benefits of 1031 Exchanges

7 Estate Planning Benefits of 1031 Exchanges
Presented by the 1031 Exchange Experts at Real Estate Transition Solutions

When: Thursday, November 30, 2023, from 11:00 A.M. – 12:00 P.M. (Noon)
How to Attend: Exclusively for AAGLA Members. Please login to register at the link below.

Are you a California landlord looking to navigate the challenges of high capital gains tax rates and increased regulations? Join us for a FREE live webinar hosted by Austin Bowlin, Certified Public Accountant and Partner at Real Estate Transition Solutions (RETS), to gain valuable insights and explore dynamic strategies to make the most of your California 1031 Exchange. Reserve your spot today!

During the webinar, we will cover:

• How to eliminate capital gains tax for you and your heirs.
• Acceleration of wealth accumulation and how you can increase the income potential for your beneficiaries.
• How a 1031 Exchange can easily simplify distribution and liquidation of assets.
• The many untapped advantages of a 1031 Exchange beyond just deferral of taxes.
• Step-by-step process for maximizing any 1031 Exchange transaction.
• Selecting the most favorable property types and locations for your 1031 Exchange.
• Where to find institutional-quality passive income replacement property. Learn about Delaware Statutory Trust (DST) properties.

A Delaware Statutory Trust (DST) is a legal entity sanctioned by the IRS that allows you to hold title in real estate—DSTs are considered like-kind property that allows you to defer capital gains taxes in a Section 1031 Exchange. Investing in a DST allows you to earn passive income, continue to build your real estate portfolio, diversify your holdings, and avoid the hassles of managing property on your own.

WARNING: The information provided during this webinar is for general information purposes only. Absolutely no legal or tax advice is being given during this webinar. Bear in mind that every situation is unique, and the laws, rules and regulations are subject to change at any time. So, before acting, be sure to obtain tax and/or legal advice from a licensed professional.

Important Information: This information is prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsor's Private Placement Memorandum (PPM), which is solely available to accredited investors and entities. DST 1031 properties are only available to accredited investors. Please verify with your CPA or attorney.

Presenter:

Austin Bowlin, CPA and Chief Exchange Strategist, Real Estate Transition Solutions
Austin leads the firm's team of licensed 1031 Exchange advisors, offering guidance on tax liability, deferral strategies, legal entity structuring, co-ownership, and DST investments. He is a graduate of Gonzaga University School of Business and holds Series 22, 63, and 65 Licenses.

Moderator:

Daniel Yukelson, Executive Director, Apartment Association of Greater Los Angeles
Daniel has served in senior financial roles including CFO of Premiere Radio Networks and Oasis West Realty. He is a CPA and former Planning and Public Works Commissioner for the City of Beverly Hills.

Featured Presentation By:

Real Estate Transition Solutions
A consulting firm specializing in tax-deferred 1031 Exchange strategies and DST investments. Learn more at www.re-transition.com/aagla or call (866) 352-3354.

Webinar Registration Ticket Price:
Member Ticket: $0.00
Registration Ends: November 30, 2023

Featured Presentation By:
RETS