The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes

Bell Investment Advisors, a Bay Area registered investment advisory firm, announced today that they will be conducting a webinar, The Art of 1031 Exchanges for Your Real Estate Investments: Leveraging Your Wealth While Deferring Taxes, on Wednesday, March 19, 2014, 2-2:30 PM PDT. This online event is a part of an ongoing series of webinars that demonstrate the firm’s commitment to providing free educational opportunities to the greater community centered on Bell’s three core services, investment management, financial planning, and career and life coaching.

Jim Bell, CFP®, President & Founder, will host the webinar along with guest speaker, Scott Fong, President and Founder, SIFF Investment Services. Financial considerations and tax implications of 1031 Exchanges will be addressed. The webinar will focus on how 1031 Exchanges can help limit tax liability when exchanging like-kind properties for business or investment purposes. Topics covered in the webinar will include explaining what a 1031 exchange is, who is a good candidate, requirements, and common mistakes. Time will be reserved for Q&A at the end of the presentation.

Jim Bell says, “1031 Exchanges for real property investments are largely misunderstood by the general public. This webinar will clarify the basics and help make the complex more understandable.”

Registration for the March 19 webinar is currently open at here.

An archive of past webinars presented by Bell’s financial advisory team and guest speakers on a range of topics in the fields of wealth management, financial planning and career coaching can be found here.

Bell Investment Advisors is a privately-owned, registered investment advisory firm, managing over $500 million in assets. It is in its 23rd year of business, offering investment management, financial planning and career/life coaching services.

Nancy Isaacs
Bell Investment Advisors

Scroll to Top