1031 Exchanges: How They Work and Who They’re For

1031 Exchanges: How They Work and Who They’re For

Discover a Smarter Strategy for Tax Deferral and Wealth Preservation

By Legacy Investments & Real Estate

Date and time

Location

Kilaga Springs Lodge

1167 Sun City Boulevard Lincoln, CA 95648

About this event

  • Event lasts 1 hour

Thinking about selling your rental property but dreading the tax bill?

A 1031 Exchange may offer a better path forward.

This presentation provides a clear, practical overview of 1031 Exchanges and their powerful role in deferring capital gains taxes and preserving long-term wealth. You'll learn what a 1031 Exchange is, how it works, when to use it, and who can benefit. Whether you're actively managing rental property or simply exploring your options, this session will help you make a more informed decision about your next steps.


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.

Frequently asked questions

Who should attend this presentation?

Anyone who owns real estate property and is curious about how to defer capital gains taxes when selling. This session is especially valuable for retirees or those looking to reduce hands-on property management and explore passive income options through real estate.

Tags

Organized by

Legacy Investments & Real Estate

Legacy Investments & Real Estate provides investors with the potential for all the benefits of real estate investing without the headaches of property management.

At Legacy, we believe connection is a vital component of success and that knowledge is always best when it is shared. Because of this, we continuously create educational content, offer webinars, and sponsor/host events to help our clients, partners, and peers succeed. Whether you already own real estate or are curious about getting started, our educational events provide valuable tools and insights to help you navigate the investment real estate landscape.

FreeSep 24 · 3:30 PM PDT