Dinner & Discussion: Tax-Deferred Real Estate Strategies for Dentists

Join Ian McGinnis & Gabby Woodworth for an evening exploring tax-deferred real estate, 1031 exchanges, and retirement planning for dentists.
About this Event

Join Ian McGinnis, Founder of Dental Wealth Partners, and Gabby Woodworth, Senior Vice President at Walton Global, for an informative evening focused on tax-deferred real estate strategies designed specifically for aging dentists.

This discussion will explore how dentists approaching retirement can potentially reduce management responsibilities, preserve wealth, and address capital gains tax concerns through passive real estate investment solutions and 1031 exchange strategies. Attendees will gain insights into available options, key considerations, and practical approaches for transitioning from actively managed real estate while maintaining exposure to real estate as part of a long-term wealth plan.

Whether you are considering retirement, evaluating succession planning opportunities, or simply looking to better understand your options, this event will provide valuable education and actionable takeaways in a collaborative setting.