Aycock Wealth Management
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Upcoming Events

Jan
14
11:30 AM11:30

1031 Real Estate Exchange lunch and learn - RSVP below

  • AWM @ Werkstatt 360 - Dearborn Room (map)
  • Google Calendar ICS

Come learn the basics on 1031 Real Estate Exchanges. Topics covered to include:

What is a 1031 Exchange?

  • Example of Like-Kind Properties

  • Potential Benefits of a 1031 Exchange

  • Lifecycle of a 1031 Exchange

  • Basic Requirements

  • The Role of a Qualified Intermediary

Is a Tax-Deferred Exchange Right for You?

What is a Delaware Statutory Trust (DST)?

  • General Guidelines of a DST

  • The Benefits of a DST

Other Types of Tax-Deferred Strategies

  • 1033 & 721 Exchanges

Real World Examples

  • Building generational wealth

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