Topic: Real Estate, Taxes and 1031 Exchanges: No Easy Decision

Speaker: Ethan Russman, Financial Advisor at CYNA 1031 Advisors

Presentation:

I. Overview of Investment in Real Estate

II. Potential Solutions When Selling a Business with Real Estate

III. So You Sold Your Property, Now What? Here Comes Uncle Sam.

IV. What Types of Real Estate are Typically Involved in a 1031 Exchange?

V. Other Requirements for a 1031 Exchange

VI. What is a Delaware Statutory Trust

VII. Ethan Russman Contact Information

Speaker’s bio:   

Ethan Russman, CFP® has worked and consulted for an investment sponsor, financial planning firms and family offices as it pertains to alternative investment solutions.  Ethan is a CERTIFIED FINANCIAL PLANNER™ professional and has experience in wealth management collaborating with individual clients, families and business owners on their tax planning strategies, wealth and preservation strategies, investment management, and cash flow budgeting. He earned his Bachelor of Science in marketing from Duquesne University and subsequently obtained his Master’s in Business Administration (MBA) from the John F. Donahue Graduate School of Business at Duquesne University.

CYNA 1031 Advisors promotes investment advisory and financial planning solutions focused on tax-efficient and tax-deferred investment strategies, through its relationship with Emerson Equity LLC.  CYNA specializes in collaborating with clients who own Real Estate as an investment or through their business holdings and who may require deferral on the tax implications upon the sale of their property.