Upcoming Events

1031 Exchange Solutions & Investing in Private Placements

A Presentation for Financial Professionals and Accredited Investors

This presentation provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real estate, the DST, advantages of owning commercial real estate through fractional ownership, passive income and passive losses, and Substitute 1099 & 1098 reports. Examples of 1031 exchanges are also provided.

September 11, 2025
11:30 AM - 1:00 PM
Twigs Bistro Vancouver Waterfront
801 Waterfront Wy
Vancouver, WA 98660

RSVP

October 8, 2025
11:30 AM - 1:00 PM
The Capital Grille
1301 4th Avenue
Seattle, WA 98101

RSVP

November 13, 2025
11:30 AM - 1:00 PM
Aegis Senior Living HQ
415 118th Ave SE
Bellevue, WA 98005

RSVP

December 10, 2025
11:30 AM - 1:00 PM
The Capital Grille
1301 4th Avenue
Seattle, WA 98101

RSVP

December 11, 2025
11:30 AM - 1:00 PM
Twigs Bistro Vancouver Waterfront
801 Waterfront Wy
Vancouver, WA 98660

RSVP

Show More Dates

Tax Advantaged Real Estate Investment Solutions

A Presentation for Financial Professionals and Accredited Investors

1031s, 721s, QOZs

Highlights Include:

• Overview of IRS Section 1031 Exchange
• Guidelines and hypothetical example of 1031 Exchange
• 1031 Exchange via a DST structure and benefits
• Steps to a 721 Exchange via a DST
• 1031/721 comparison
• Overview of Qualified Opportunity Zones (QOZs)
• Qualified Opportunity Fund (QOF) investments and their potential for favorable tax treatment
• Hypothetical example of a QOZ investment with timeline

October 30, 2025
11:30 AM - 1:30 PM
Greg's Grill - Old Mill District
395 SW Powerhouse Dr
Bend, OR 97702

RSVP

Qualified Opportunity Zones (QOZs)

A Webinar for Financial Professionals and Other Professionals

Featured Topics

• Sept 11th 2025 deadline for partnership Schedule K-1 capital gain recognition reinvestments dating back to May 1st, 2024
• An overview of the QOZ Fund Process for the benefit of your clients who have realized a gain
• A summary of how QOZ Funds may potentially provide favorable capital gains tax treatment for investors
• Overview of Fund Terms

September 17, 2025
12:00 PM - 12:30 PM PT

RSVP

September 18, 2025
9:30 AM - 10:00 AM PT

RSVP