1031 Exchange Lunch & Learn: Tax Tips for Property Owners

Join Level Property Management Group for a practical 1031 Exchange Lunch & Learn event designed to help property owners, investors, and Realtors® understand the tax timing rules that can impact an investment property sale. This free Lunch & Learn will feature Gil Dukes, Founder and President of Alabama 1031 Property Exchange, Inc., a Mobile-based qualified intermediary specializing in 1031 exchanges. Gil will share practical insight into how 1031 exchanges work, what mistakes to avoid, and what real estate owners and investors should understand before buying, selling, exchanging, or repositioning investment property. • Date: Wednesday, September 30 • Time: 11:30AM-1:00PM • Location: Bay Life Church, US 98, Fairhope A 1031 exchange can be a powerful strategy for real estate investors who want to sell one investment property and reinvest into another while potentially deferring capital gains taxes. But the timing matters. The rules matter. The planning matters. You will learn: • What a 1031 exchange is and how it works • Why the 45-day and 180-day timeline rules are so important • Common mistakes that can create expensive tax consequences • What types of properties may qualify • How to think through whether to hold, sell, improve, or exchange • What questions to ask your CPA, attorney, lender, and qualified intermediary before making a decision This event is ideal for: • Rental property owners • Real estate investors • Owners of single-family rentals, multifamily properties, and commercial properties • Property owners considering selling in the next 6 to 24 months • Realtors® who work with rental owners and investor clients • Anyone thinking about buying, selling, or investing in real estate You will leave with smarter questions, better timing awareness, and a clearer understanding of how to approach your next investment property decision. FREE Lunch will be provided. Space is limited, so please reserve your seat in advance. Sponsored by First Horizon and Level Property Management Group. This event is for educational purposes only and is not tax, legal, or financial advice. Please consult your CPA, attorney, qualified intermediary, and other professional advisors before making investment or tax decisions.