Thinking about selling your rental property but dreading the tax bill?
A 1031 Exchange may offer a better path forward.
This presentation will break down how a 1031 Exchange not only defers capital gains taxes but can also play a powerful role in estate planning by helping preserve and grow wealth for future generations. You’ll learn what a 1031 Exchange is, how it works, and why it’s an essential tool for investors who want to simplify ownership, reduce tax burdens, and transition real estate holdings in a more strategic way.
Whether you’re looking to step away from active property management or planning how to transfer assets to your heirs, this session will give you practical insight into making tax-smart decisions that align with your long-term goals.
Presented by: Jana Reyes, Vice President of Business Development, Asset Preservation
Jana is a licensed real estate professional with decades of experience and an extensive background in IRC §1031 tax-deferred exchanges and all aspects of real estate transactions, both residential and commercial.
This is a private event for the Sun City Lincoln Hills community. Contact us to learn more about scheduling an event for your group.
