This webinar will explore the power of 1031 and 721 exchanges in real estate and estate planning. These advanced tax deferral strategies can offer significant advantages for investors looking to optimize their portfolios and preserve wealth. Our experts will break down how these exchanges work, when to use them, and their potential benefits within a long-term planning context.
Participants will
- Understand the fundamentals and key differences between 1031 and 721 exchanges
- Learn how to defer capital gains taxes using like-kind real estate exchanges
- Discover how 721 UPREIT structures can provide liquidity and estate planning flexibility
- Identify opportunities and risks involved in leveraging these strategies
Presenters
Juliet Song, Managing Director, Tax & Business Services, West Coast Real Estate Industry Leader – CBIZ
Alex Ho, Managing Director Tax & Business Services – CBIZ
Jon Abrahamovich, Managing Director, Leader – LaSalle’s RIA Distribution
Drew Dornbusch, Managing Director – LaSalle Investment Management
Michael McKeown, CFA, CPA, SVP Financial Advisor & Market Strategist – Aurum Group at Wealth Enhancement