Selling an investment property? Ask yourself these 3 key questions before choosing your 1031 exchange replacement property to protect your financial future.

A successful 1031 Exchange requires the right team. Learn who you need, from a Qualified Intermediary to legal counsel, and how Legacy helps you build it.

Real estate investors: understand active vs. passive 1031 Exchange replacement options, from NNN leases to DSTs, and find the strategy that fits your life.

Selling a California rental property? Learn the tax-deferral strategies investors use, including 1031 exchanges and DSTs, to keep more of what they’ve built.

As DST beneficiaries essentially hold real estate ownership, tax reporting deviates from standard investment practices. This recorded webinar will break down how to navigate the intricate tax reporting landscape of DSTs.

As we reflect on 2025, we’re filled with gratitude for the relationships, conversations, and shared learning that defined this year. Read Legacy’s year in review here.

With careful planning and the right tools, you can transition your real estate investments into a structure that provides tax deferral, estate efficiency, and long-term peace of mind.

This recorded course provides attorneys with a comprehensive overview of the legal framework, history, and practical applications of Delaware Statutory Trusts (DSTs) and Umbrella Partnership Real Estate Investment Trusts (UPREITs) as qualified alternatives to solely-owned, actively-managed properties under IRC Sections 1031 and 721, respectively.

Think you know everything about 1031 Exchanges? Think again. In this recorded webinar, we’ll go beyond the basics and explore lesser-known 1031 Exchange strategies that can create greater flexibility, unlock new opportunities, and help investors realign their portfolios with their evolving goals.

In the wake of the devastating Los Angeles fires, many property owners are facing difficult decisions about insurance proceeds and potential tax liabilities. This recorded webinar focuses on helping fire victims understand their options through the 1033 Exchange.

Whether you manage one property or many, staying ahead of maintenance is essential to protecting your investment and avoiding costly surprises. This guide outlines the typical lifespan and costs of key maintenance and repair items to help you plan ahead, budget smart, and be prepared for eventual repairs or replacements. 

The Legacy team traveled to Scottsdale, AZ to enjoy an inspiring three days at our broker dealer, Concorde’s Annual Conference. Read our recap of all the education, collaboration, and celebration that took place at the event.

The legislative landscape for Opportunity Zones may be shifting, with potential reforms on the horizon. While the details are still unfolding, this resolution could include significant changes to Opportunity Zones. Learn about the proposed changes here.

This recorded presentation demonstrates why a living trust is a vital tool for managing property transactions involving disabled or deceased property owners. By understanding the benefits, you’ll be equipped to better serve your clients, provide peace of mind, and handle these transactions with greater confidence and efficiency.

In a 1031 Exchange, “boot” refers to any cash or non-like-kind property received by the taxpayer during the exchange process. Investors that want to avoid taxable income from their exchange should understand the various factors that can result in unplanned boot.

Considering the various DST exit scenarios is crucial for ensuring the investment aligns with long-term financial goals and liquidity needs.

On January 10, 2025, the IRS announced tax relief for taxpayers impacted by wildfires in California. Make sure you understand your options for taking advantage of this disaster relief.

We’re rounding up insightful real estate market forecasts for 2025 from thought leaders and analysts across the industry.

In today’s world, protecting your hard-earned assets is essential for financial security and peace of mind. Join Attorney Craig Redler for this recorded webinar, where he will break down the levels of asset protection planning and explore the proactive steps you can take to safeguard your lifestyle, future plans, and retirement against potential legal threats.

As the end of 2024 draws near, we’re proud to look back on all we accomplished together this year. Read our company’s recap of 2024, what we’re looking forward to in 2025, and personal holiday favorites from our team.