A Smarter Strategy for Tax Deferral and Estate Planning

This presentation will break down how a 1031 Exchange not only defers capital gains taxes but can also play a powerful role in estate planning by helping preserve and grow wealth for future generations. You’ll learn what a 1031 Exchange is, how it works, and why it’s an essential tool for investors who want to simplify ownership, reduce tax burdens, and transition real estate holdings in a more strategic way.

Whether you’re looking to step away from active property management or planning how to transfer assets to your heirs, this session will give you practical insight into making tax-smart decisions that align with your long-term goals.

Presenter: Jana Reyes, Vice President of Business Development at Asset Preservation, Inc.

Host: Erica Traulsen, Legacy Investments & Real Estate

This event is for Sun City Lincoln Hills residents. if you're interested in organizing an educational workshop or presentation for your community, office, or team, please reach out to us.

Register through the form below

You will receive a confirmation email from Eventbrite with additional details about the event. While registration is required, no physical or digital tickets are required to enter.