📣 You're Invited: 1031 Exchange CLE Lunch – Naples - Florida | March 5th
Join us at Shula’s Steak House Naples for a complimentary CLE-accredited seminar tailored for real estate attorneys, estate planning professionals, CPAs, and high-net-worth investors.
Course Title:
1031 Exchange Symposium: Optimizing Tax Benefits and Maximizing Real Estate Growth - A review of the essential elements through complex Reverse and Drop and Swap exchange transactions
This intermediate-level session will help understand essential elements of 1031 exchanges, the tax benefits, and their significance in real estate portfolio management.
🗓 Date: Thursday, March 5th, 2026
🕛 Time: 12:00 – 1:30 PM ET
📍 Location: Shula’s Steak House Naples, 5111 Tamiami Trail North Naples, Florida 34103
💵 Cost: No charge
🎓 CLE Credit: 1 hour CLE FL Bar
👥 Presenters: Alex Moore, VP - Private Client Group at Accruit
📌 Hosted by: Larry Karp, Alternative Investments at 1031 Financial, & Mark Dillon, SVP of Capital Markets at InCommercial
📧 RSVP:
bGFycnkgfCAxMDMxZmluYW5jaWFsICEgY29t
📞 Questions? Call 347-293-0084, ext. 4
Link:
https://tinyurl.com/jpknvbye
#1031Exchange #CLE #TaxDeferral #DST #RealEstateInvesting #EstatePlanning #HighNetWorth #FloridaEvents #Networking
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DST investments are speculative, illiquid and can expose investors to risks including the
potential loss of the entire investment principal, potential property value loss, foreclosure and loss of management control.
Past performance is not a guarantee of future results. Securities offered through 1031 Securities, Inc., member FINRA/SIPC.
1031 Securities, Inc. and 1031 Financial are unaffiliated.
See “Intro” for further details.
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