Our Upcoming Events and Seminars

Please contact us for more information on any of these events, including a request to attend.

YOU'RE INVITED: MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

Wednesday, October 21, 12:00 PM - 1:00 PM

Join us for a high-impact seminar designed to help you reduce taxes, have the opportunity to grow wealth, and access institutional-quality real estate strategies.

What You’ll Learn

  • Essential IRS Section 1031 Exchange rules + new updates for 2025 tax law changes
  • Advanced exchange planning: improvement/build-to-suit exchanges and reverse safe-harbor and non-safe-harbor exchanges
  • How Delaware Statutory Trusts (DSTs) may deliver passive income and passive losses, and provide tax reporting through substitute 1099 and 1098 reports
  • Investing in Qualified Opportunity Zones (QOZs)/Qualified Opportunity Funds (QOFs) to seek tax deferral, reduction, and potential gain exclusion
  • Now Enhanced Under the One Big Beautiful Bill Act How the OBBBA restored 100% bonus depreciation for qualifying property beginning in 2025 – revitalizing immediate expensing strategies for equipment, infrastructure, and certain real-estate-related assets. How Bonus Depreciation Funds Work in 2026.
  • How you may be able to stack DSTs, 1031/721 Exchanges, QOZ investing, and Bonus Depreciation to seek maximum tax efficiency under the One Big Beautiful Bill Act (OBBBA)

ADDITIONAL EVENT DATES AND TIMES:

Monday, November 2, 2026 | 12:00 p.m. Eastern
Zoom

Monday, December 7, 2026 | 12:00 p.m. Eastern
Zoom

Kindly RSVP to attend in person or to receive the zoom meeting link. 

YOU'RE INVITED: MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

Monday, November 2, 12:00 PM - 1:00 PM

Join us for a high-impact seminar designed to help you reduce taxes, have the opportunity to grow wealth, and access institutional-quality real estate strategies.

What You’ll Learn

  • Essential IRS Section 1031 Exchange rules + new updates for 2025 tax law changes
  • Advanced exchange planning: improvement/build-to-suit exchanges and reverse safe-harbor and non-safe-harbor exchanges
  • How Delaware Statutory Trusts (DSTs) may deliver passive income and passive losses, and provide tax reporting through substitute 1099 and 1098 reports
  • Investing in Qualified Opportunity Zones (QOZs)/Qualified Opportunity Funds (QOFs) to seek tax deferral, reduction, and potential gain exclusion
  • Now Enhanced Under the One Big Beautiful Bill Act How the OBBBA restored 100% bonus depreciation for qualifying property beginning in 2025 – revitalizing immediate expensing strategies for equipment, infrastructure, and certain real-estate-related assets. How Bonus Depreciation Funds Work in 2026.
  • How you may be able to stack DSTs, 1031/721 Exchanges, QOZ investing, and Bonus Depreciation to seek maximum tax efficiency under the One Big Beautiful Bill Act (OBBBA)

Who Should Attend?

  • Real estate investors
  • Business owners
  • High-income earners
  • Attorneys
  • CPAs
  • Anyone seeking to reduce taxes while building long-term wealth

Zoom link here.

ADDITIONAL EVENT DATES AND TIMES:

Monday, December 7, 2026 | 12:00 p.m. Eastern
Zoom


Kindly RSVP to attend in person or to receive the zoom meeting link. 

YOU'RE INVITED: MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

MAXIMIZING WEALTH WITH REAL ESTATE TAX STRATEGIES

Monday, December 7, 12:00 PM - 1:00 PM

Join us for a high-impact seminar designed to help you reduce taxes, have the opportunity to grow wealth, and access institutional-quality real estate strategies.

 

What You’ll Learn

Essential IRS Section 1031 Exchange rules + new updates for 2025 tax law changes
Advanced exchange planning: improvement/build-to-suit exchanges and reverse safe-harbor and non-safe-harbor exchanges
How Delaware Statutory Trusts (DSTs) may deliver passive income and passive losses, and provide tax reporting through substitute 1099 and 1098 reports
Investing in Qualified Opportunity Zones (QOZs)/Qualified Opportunity Funds (QOFs) to seek tax deferral, reduction, and potential gain exclusion
Now Enhanced Under the One Big Beautiful Bill Act How the OBBBA restored 100% bonus depreciation for qualifying property beginning in 2025 – revitalizing immediate expensing strategies for equipment, infrastructure, and certain real-estate-related assets. How Bonus Depreciation Funds Work in 2026.
How you may be able to stack DSTs, 1031/721 Exchanges, QOZ investing, and Bonus Depreciation to seek maximum tax efficiency under the One Big Beautiful Bill Act (OBBBA)


Who Should Attend?

  • Real estate investors
  • Business owners
  • High-income earners
  • Attorneys
  • CPAs
  • Anyone seeking to reduce taxes while building long-term wealth

    Zoom link here.

 

Kindly RSVP to attend in person or to receive the zoom meeting link.