BUILDING WEALTH
THROUGH A 1031 EXCHANGE
A Lunch & Learn hosted by Security National Wealth Management
Wednesday, October 4, 2023
12:00 p.m. - 1:00 p.m., Complimentary Lunch & Presentation
Security National Bank | 601 Pierce Street | 3rd Floor
(enter through 6th Street doors)
A 1031 exchange is an investment strategy that allows an investor to defer capital gains tax when selling a trade, business, or investment property, provided they reinvest the proceeds into “like-kind” property. The purpose of a 1031 exchange is to encourage active reinvestment in the real estate market and to enable investors to leverage their capital more effectively by postponing tax liability.
Join us for lunch to learn how 1031 Exchanges can benefit you.
Presenters: Jeffrey Johnson, Partner, Crary Huff
Brianna Eaton, Attorney, Crary Huff
Topics:
• General Statutory Requirements of §1031
• Property Excluded from §1031 Treatment
• Real Property Eligible for §1031 Treatment
• Tax Consequences of a §1031 Exchange
• Qualified Intermediary Safe Harbor
• Reverse Exchanges
• Exchanges Involving Partnership Issues
• Tenancy-in-Common Interests
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