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Unlocking Some of Today’s Most Powerful
Tax-Advantaged Real Estate Tools
Join us for a high-impact seminar designed to help
you reduce taxes, have the opportunity to grow wealth,
and access institutional-quality real estate strategies.
What You’ll Learn
- Essential IRS Section 1031 Exchange rules + new updates for 2025 tax law changes
- Advanced exchange planning: improvement/build-to-suit exchanges and reverse safe-harbor and non-safe-harbor exchanges
- How Delaware Statutory Trusts (DSTs) may deliver passive income and passive losses, and provide tax reporting through substitute 1099 and 1098 reports
- Investing in Qualified Opportunity Zones (QOZs)/Qualified Opportunity Funds (QOFs) to seek tax deferral, reduction, and potential gain exclusion
- Now Enhanced Under the One Big Beautiful Bill Act How the OBBBA restored 100% bonus depreciation for qualifying property beginning in 2025 – revitalizing immediate expensing strategies for equipment, infrastructure, and certain
real-estate-related assets. How Bonus Depreciation Funds Work in 2026.
- How you may be able to stack DSTs, 1031/721 Exchanges, QOZ investing, and Bonus Depreciation to seek maximum tax efficiency under the One Big Beautiful Bill Act (OBBBA)
Who Should Attend?
- Real estate investors
- Business owners
- High-income earners
- Attorneys
- CPAs
- Anyone seeking to reduce
taxes while building
long-term wealth
Speaker:
Joe Kingsley
Senior Vice President
Inland Securities Corporation
Hosted By:
Springer Wealth Management Group
James L. Springer, Jr., CIMA®, CPWA®
Managing Director/Investments
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Monday, May 11, 2026 | 12:00 p.m. EST
Join Zoom Meeting Here Join Via Zoom Dial 1-877-312-6016
Meeting ID: 999 5128 6504 Passcode: 842641
Wednesday, May 20, 2026 | 12:00 p.m. EST
The Capital Grille at University Town Center
180 University Town Center Drive | Sarasota, Florida 34243
Lunch will be served.
Monday, June 1, 2026 | 12:00 p.m. EST
Monday, June 15, 2026 | 12:00 p.m. EST
Kindly RSVP to attend in person
to
Mary Amato at (941) 329-6289 or by emailing amatom@stifel.com
One hour of CLE credit for Attorneys and CPE credit for CPAs.
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The workshop is appropriate for investors with investable assets of $1,000,000 or more.
This seminar is financially sponsored, in part, by Inland Securities Corporation, which is not affiliated with Stifel. Investment products and services are offered through Stifel.
Stifel does not provide legal or tax advice. You should consult with your legal or tax advisor regarding your particular situation. This communication is provided for informational purposes only and does not constitute investment advice. It is neither an offer to sell, nor the solicitation of an offer to buy any security offered by Stifel. An offer to purchase interests in any alternative investment may be made only pursuant to the private placement memorandum, which contains important information concerning risk factors, performance, and other material aspects of the investment, and only to qualified individuals and entities for whom the investment is otherwise suitable. Such documents must be carefully read before an investment decision is made.
Alternative investments involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing tax information, are not subject to the same regulatory requirements as more traditional investments, and often charge high fees, which may erode performance. An investment is appropriate only for investors who have the capacity to absorb a loss of some or all of their investment. When investing in real estate, property values can fall due to environmental, economic, or other reasons, and changes in interest rates can negatively impact the performance.
(941) 366-5443 | springerwealthmanagement.com
2 North Tamiami Trail, Suite 700 | Sarasota, Florida 34236
Stifel, Nicolaus & Company, Incorporated | Member SIPC & NYSE | Stifel.com
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