After the Sale: Tax, Exchange, and Capital Planning for CRE Owners

​You are personally invited to After the Sale, a session in our Family-Owned Commercial Real Estate Learning Series.

​Once escrow closes, a seller faces a different set of decisions: pay the tax, defer it, or move into a passive structure. Each path carries tradeoffs that are easier to weigh before closing than after.

​This session is a moderated panel rather than a presentation. A wealth advisor, a real estate CPA, a 1031 exchange specialist, and a DST specialist work through those choices together, which means you hear where experienced advisors agree and where they don't.

​What the panel covers:

• ​Paying the capital gains tax versus deferring it, and how to compare the two honestly

• ​The traditional 1031 exchange: identification timelines, replacement property, and common failure points

• ​Delaware Statutory Trusts and 721 exchanges as passive alternatives

• ​How the proceeds fit into the broader family wealth and estate plan

• ​Coordinating the CPA, the exchange accommodator, and the wealth advisor before close

• ​Case studies of sellers who chose each path

​Who should attend. Owners who have sold, are under contract, or expect to sell within two years, along with the CPAs, attorneys, and wealth advisors who serve them.

​Questions are welcome throughout. This is not a networking or referral event, and attendees will not be solicited.

​Moderated by Glenn Arnold, SIOR, Voit Real Estate Services. Panelists to be announced.