Presented by Kelly Pearl, CES

As the real estate market picks up, 1031 tax-deferred exchanges are making a come-back–make sure you are up-to-date. Kelly will briefly review the basics of forward and reverse exchanges and provide you with an update on recent changes in the tax law. She will also discuss the benefits of exchanges of non-real estate assets.

The Southern California Institute helps Wealth Advisors and clients through Successful Family and Business Owner Events, Wealth Advisor Education Programs, Wealth Advisor Partnering Programs, and Speakers Bureaus.