Meetings

CTEA'S next meeting via Zoom is:

Date:  Monday, March 24, 2025

Subject:  1031 Exchanges and Other Estate PlanningSolutions

Speaker: Earl Proeger, DST Consultant - Grace Capital Management

IRS Program Number: NX6M8-T-00146-25-O

Prerequisites:  None

CE Credit Hours: One

Time:  11 a.m. - noon

Join Earl Proeger from Grace Capital Management in Austin for an insightful Zoom presentation tailored to IRS enrolled agents. Earl will dive into the world of 1031 Exchanges, spotlighting lesser-known alternatives to traditional replacement property, including the Delaware Statutory Trust (DST). He’ll cover the history and structure of the 1031 Exchange, as well as advanced tax strategies leveraging qualified securities. Learn how these tools can act as a safety net, effectively utilize 'boot,' and serve as an estate-planning solution—allowing older investors to transfer wealth to the next generation seamlessly and without conflict.
As a fiduciary with Series 7 and Series 63 licenses, Earl brings a wealth of expertise to the table. With a decade in the mortgage industry, a loan originator license, and experience managing a $100 million branch of Angel Oak Home Loans, he offers deep insights into real estate financing and investment. Grace Capital Management specializes in cutting-edge tax mitigation strategies, including options for business owners and high-net-worth clients ineligible for Roth IRA contributions but eager to harness Roth conversions effectively.
  

Note: Invitation to this event will be made to members through email. The email will include the meeting link. Visitors or anyone else interested in attending this meeting must email Jackie Rollins at JackieRollins02@aol.com for an invitation.