Join us for lunch on June 22nd at 12:00 as we discuss 1031 exchanges and what real estate professionals need to know to help their clients defer taxes on investment real estate. A 1031 is a great way to defer capital gains, depreciation recapture, state and health taxes on the sale of investment property when purchasing a new property for investment use. During this lunch and learn we will discuss:
The 45 and 180-day timeline
1031 Exchange rules
Benefits of a 1031 Exchanges
Ways to promote 1031 Exchanges to your clients
Contract verbiage
The process
Lunch will be catered. The cost is $10 to attend and includes lunch. To attend, please register below.
11:45: Check-In and Get Lunch
12:00-1:00 Presentation
Location: Midland Trust Headquarters – 15671 San Carlos Blvd. Fort Myers, FL 33908
CLICK HERE TO REGISTER
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Midland Trust Company
330 N. Main Ave #203
Sioux Falls, SD 57104
Please mail all documents to: Midland IRA, Inc., PO Box 07520, Fort Myers, FL 33919
MIDLAND TRUST COMPANY, NOR ITS AFFILIATES OR SUBSIDIARIES (COLLECTIVELY REFERRED TO AS "MIDLAND"), IS NOT A FIDUCIARY: Midland’s role as the Custodian and/or Administrator of self-directed retirement accounts is non-discretionary and/or administrative in nature. The account holder or his/her authorized representative must direct all investment transactions and choose the investment(s) for the account, and is responsible for conducting his/her own due diligence. Midland has no responsibility or involvement in selecting or evaluating any investment and does not conduct any due diligence on any investment. Nothing contained herein shall be construed as investment, legal, tax, or financial advice or as a guarantee, endorsement, or certification of any investments.