Lunch & Learn – Host: Cascade Financial Strategies

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Join financial advisors Katie Martin Hewitt and Marc Eppinger from Cascade Financial Strategies for a discussion of 721 exchanges. This solution provides a way to gradually exit investment properties without a huge, single tax hit. Learn the possibilities of using Delaware Statutory Trusts and REITs to diversify a real estate heavy portfolio into the broader market.  

 Sponsored by Hines Private Wealth Solutions, this conversation is for anyone who works with or is a investment property owner.

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