Join us for upcoming seminars and events

We are fortunate to host educational seminars and events for our clients and the community exploring a variety of topics. Our events provide an opportunity to expand your knowledge and engage with us as you learn more about a specific topic. Past and upcoming events are posted on our website below. Please contact us for more information regarding a specific seminar or event.

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JLL Presentation & Bourbon Tasting Event

Nov 15, 2022 05:00 PM Pacific Standard Time - Nov 15, 2022 07:00 PM Pacific Standard Time
RBC Wealth Management 3760 Carillon Point Kirkland, WA , 98033

A TAX DEFERRAL STRATEGY FOR APPRECIATED COMMERCIAL OR INVESTMENT PROPERTY REAL ESTATE FEATURING BOURBON, BEVERAGES AND TASTY BITES

 

Please join Julie Schmiel of RBC Wealth Management for a presentation and conversation with Drew Dedelow of LaSalle Investment Management Distributors, LLC on 1031/721 exchanges as a tax deferral strategy for real estate.

 

If you or someone you know may be considering a sale of appreciated commercial or investment property real estate into a “like-kind” property without recognizing capital gain through a Section 1031/721 exchange, we will be discussing a unique solution to fit your needs, the JLL Income Property Trust.

 

  • Do you have a highly appreciated commercial real estate or investment property you are considering selling?
  • Would you like to defer taxes from the sale of this property by investing into a professionally managed, institutional quality commercial property?
  • Would you like the property and leasing management in your portfolio performed by a professional real estate operator?
  • Would you like the opportunity to receive regular, tax-advantaged income based on the property’s performance?
  • And would you like a tax efficient wealth transfer to your heirs?

 

Hosted by:

Julie A. Schmiel, AWM;

Managing Director – Financial Advisor

RBC Wealth Management

 

Guest speaker:

Drew F. Dedelow

Senior Vice President

LaSalle Investment Management Distributors, LLC

 

Hors d’oeuvres and beverages will be served. Drew will be providing a bourbon tasting selection as well.