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1031 Exchange Webinar

Including Replacement Property Solutions, DSTs, 721s & Opportunity Zones
 
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Presented by:

 Eric Bicknese, Nationwide Planning Associates
Robert Burke, Cantor Fitzgerald
Pamela A. Michaels, Esq., Asset Preservation, Inc.

 

Wednesday, May 14th, 2025  |  12pm ET 

 

Elevate your understanding of how tax deferred real estate solutions including Delaware Statutory Trusts, 721 exchanges and Qualified Opportunity Funds can help address capital gain tax liability. This webinar is not an introductory course and assumes a basic level of familiarity with the topics.

APPROVED FOR 1 HOUR OF CFP, CPE & CIMA CREDIT

 
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Presented by
 
 
 
 
 
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Eric Bicknese
 

Nationwide Planning Associates

 
 
 
Robert-Burke
 
Robert Burke
 
Cantor Fitzgerald
 
 
 
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Pamela A. Michaels, Esq.
 
Asset Preservation, Inc. 
 
 
 
 
 
 
 

Disclaimer: Eric Bicknese is a Registered Representative with Nationwide Planning Associates, Inc. Member FINRA, SIPC. Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA/SIPC, located at 32-16 Broadway, 2nd Floor, Fair Lawn, NJ 07410. Investment advisory services are offered through NPA Asset Management, LLC. Insurance sold through licensed NPA Insurance Agency, Inc. agents. Nationwide Planning Associates and its representatives do not provide tax or legal advice. Consult with your tax advisor or attorney regarding specific tax issues. This advertisement is for information only. It is not to be construed as an offer to sell or a solicitation of an offer to buy any security or undertake any investment strategy. Specific recommendations can only be made by request and with the review of the client's investment portfolio. You are encouraged to consult your tax advisor to determine how an investment program will affect your individual tax circumstances.

 
 
 
 
 
 

Your 1031 Exchange Resource

 
 
 
 
 
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Pamela Michaels, Esq.

 

SVP/Northeast Division Manager

 

Asset Preservation, Inc.
One Grand Central
60 East 42nd St, Ste 1260
New York, New York 10065
866-317-1031
pamela@apiexchange.com

 
 
 
 
 
 
 

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Asset Preservation, Inc. (API) is a qualified intermediary under the federal 1031 exchange regulations. API (and its officers, directors, and employees) cannot provide tax or legal advice to anyone. Any tax-related information or other communication received from a representative of API is not tax or legal advice and should not be relied upon in making any decision. We strongly urge you to involve your tax and/or legal advisor (or to seek such advice) in any real estate, tax or business-related transaction.

Asset Preservation, Inc.

1420 Rocky Ridge Dr Ste 380, Roseville, CA 95661

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