Thinking about selling your property? Selling a rental property today is a major financial decision, and choosing the right strategy that fits with your estate planning can make all the difference in the world. Selling and exchanging income property into a Delaware Statutory Trust (DST) offers investors one of the most tax-efficient ways to transition out of active property management while generating passive income and accessing institutional-grade real estate suited for estate planning purposes.

DISCUSSION TOPICS INCLUDE:

• Eliminate capital gains taxes – avoid exposure to up to 42.1% in tax liabilities.
• Simplify asset distribution while boosting wealth and income for you and your beneficiaries.
• Aligning estate planning objectives with portfolio strategy and investment diversity.
• Setting your 1031 Exchange objectives, and how different exit strategies impact your income tax obligations
• Efficient execution of your 1031 Exchange transaction to achieve the highest possible returns
• Strategic Benefits of DST investments beyond tax savings and the wealth preservation and passive income benefits of DSTs.
• A comparison of exit and reinvestment options for successful, long-term wealth-building.
• How to obtain free, tax-planning tools and resources that will educate you on the strategies you need to maximize passive income potential, and popular 1031 Exchange strategies.
• IRS rules and timing requirements: How you can eliminate capital gains tax for you and your heirs.
• The many untapped advantages of a 1031 Exchange are well beyond just deferral of capital gains taxes.

GUEST SPEAKER: Austin Bowlin, CPA and Chief Exchange Strategist and a Partner at Real Estate Transition Solutions

Austin Bowlin, Certified Public Accountant, is the Chief Exchange Strategist and a Partner at Real Estate Transition Solutions. As Chief Exchange Strategist, Austin leads the firm’s team of licensed 1031 Exchange advisors and analysts and provides consultation on tax liability, deferral strategies, legal entity structuring, co-ownership arrangements, 1031 replacement property options, and Delaware

Statutory Trust investments. He is a graduate of the Gonzaga University School of Business and is a FINRA Licensed 1031 Exchange Advisor and holds Series 22, 63, and 65 Licenses. He is on the Board of Directors for the Northwest Avalanche Center (NWAC), and a member of the advisory Board for the Washington Policy Center’s Young Professional Group. Mr. Bowlin is a frequent speaker and contributor to real estate media and associations.