1031 Exchange Fundamentals
Tuesday, January 23 @ 11:00 am - 12:00 pm
| Free for AAGLA MembersSerious about selling your investment property? Attend this free live webinar and gain a solid understanding of tax-deferred 1031 Exchanges and how they work. Explore the benefits vs. drawbacks, IRS rules, and timing requirements. Learn how to develop strategies to meet your objectives, including exchanging into more favorable markets and identifying suitable replacement properties.
Key Takeaways:
- IRS rules and timing requirements
- Benefits and drawbacks to consider
- Replacement property types that qualify
- Popular 1031 Exchange strategies
IMPORTANT INFORMATION
The information herein has been 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 accredited entities. Examples are for illustrative purposes and are not representative of future results. There are risks associated with investing in real estate properties, including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. Because investor situations and objectives vary, this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your situation. DST 1031 properties are only available to accredited investors (generally described as having a net worth of over $1 million exclusive of primary residence) and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney. Securities are offered through Aurora Securities, Inc. (ASI), member FINRA/SIPC. Advisory services are offered through Secure Asset Management, LLC (SAM), a registered investment advisor. ASI and SAM are affiliated companies. Real Estate Transition Solutions (RETS) is independent of ASI and SAM.
Presenter:
Austin Bowlin, Certified Public Accountant and Chief Exchange Strategist and a Partner at Real Estate Transition Solutions
As Chief Exchange Strategist, Austin leads the firm's team of licensed 1031 Exchange advisors & analysts and provides consultation on tax liability, deferral strategies, legal entity structuring, co-ownership arrangements, 1031 replacement property options, and Delaware Statutory Trust investments.
Education & Affiliations
• Graduate of the Gonzaga University School of Business
• Degrees in Accounting and Finance
• Certified Public Accountant, 2013
• FINRA Licensed 1031 Exchange Advisor
• Holds Series 22, 63, and 65 Licenses
• Sits on the Board of Directors for the Northwest Avalanche Center (NWAC)
• Advisory Board Member for the Washington Policy Center's Young Professional Group
• Frequent speaker and contributor for real estate media and associations
Moderator:
Daniel Yukelson, AAGLA Executive Director
Daniel Yukelson is currently the Executive Director of The Apartment Association of Greater Los Angeles (AAGLA). As Certified Public Accountant, Yukelson began his career at Ernst & Young, the global accounting firm, and since then had served in senior financial roles principally as Chief Financial Officer for various public, private and start-up companies. Prior to joining AAGLA, Yukelson served for 12 years as Chief Financial Officer for Premiere Radio Networks, now a subsidiary of I-Heart Media, and then 3 years as Chief Financial Officer for Oasis West Realty, the owner of the Beverly Hilton and Waldorf Astoria Beverly Hills where he was involved with the development and construction of the Waldorf. Yukelson also served for 6 years as a Planning Commissioner and for 3 years as a Public Works Commissioner for the City of Beverly Hills.
A Featured Presentation By:
Real Estate Transition SolutionsReal Estate Transition Solutions (RETS) is a consulting firm specializing in tax-deferred 1031 Exchange strategies and Delaware Statutory Trust investment property. For over 26 years, we have helped investment property owners perform successful 1031 Exchanges by developing and implementing well-planned, tax-efficient transition plans carefully designed to meet their objectives. Our team of licensed 1031 Exchange Advisors will guide you through the entire process, including help selecting and acquiring passive management replacement properties best suited to meet your objectives. To learn more about 1031 Exchanges and Real Estate Transition Solutions, visit re-transition.com/aagla or call us at 866-352-3354.
