June EPW: Tax Strategies for Your Investment Real Estate

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link.

Tax Strategies for Your Investment Real Estate:1031 Exchange & 721 UpREIT

In this workshop, we’ll unpack how investors use 1031 Exchange and 721 UpREIT strategies to align taxes with long‑term wealth goals—whether that means continued control or greater diversification. We’ll cover:

• When a 1031 exchange makes the most sense
• When a 721 UpREIT may offer more flexibility and simplicity
• How each strategy impacts liquidity, diversification, and estate planning

If you’re thinking about selling investment property in the next few years, this education could change how you approach your exit.

PRESENTED BY: Reid Miles, CFP® & Charles Haynor, CFA®: United Capital Financial Advisors

THIS HYBRID event will be held in person and in Zoom - Register to recieve ZOOM link

Event Venue & Nearby Stays

Vivalon, 999 3rd Street, San Rafael, United States

Concerts, fests, parties, meetups - all the happenings, one place.

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