Tax Strategy Lunch & Learn for UC Homeowners and Landlords

If you've owned a home or rental in University City for a long time, you're sitting on equity most of the country can only dream about and a tax bill that can quietly swallow 30 to 40 percent of it the moment you sell.

Most longtime UC owners don't realize there are legitimate strategies to sell a primary home and defer the tax even on gains well over $500,000, or to exit a rental without trading one set of headaches for another. That's what this lunch is about.

Join Michele Wolfe and Shirin Alipanah, both 55+ real estate specialists, along with two outside tax-strategy experts, for a relaxed two-hour lunch on the covered patio at Leucadia Pizzeria UTC. You'll get clear answers to the questions most CPAs don't bring up until it's too late, and you'll leave with material you can hand to your own CPA, attorney, or financial advisor.

This is a lunch, not a pitch. Bring a neighbor, spouse, or adult child.

Questions we'll answer

• If I sold my UC home today, how much would actually end up in my pocket — not the IRS's? On $1M of gain, expect $300K–$500K in tax.
• Can I sell my primary home, keep the $500K exclusion, and defer the rest of the tax bill?
• Am I still up for tenants, toilets, trash, and California's growing rulebook?
• Is there a way out of landlording without losing 30–40% of my equity or trading into another rental headache?
• Do my adult children even want to inherit my rentals, or would they rather have "mailbox money"?

Who this is for

Longtime UC homeowners thinking about downsizing, rental property owners ready to step back from active management, families planning generational wealth transfers, and anyone curious about 1031 exchanges, Delaware Statutory Trusts (DSTs), or the primary-residence capital gains exclusion.

Featured specialists

• Jake Schiro, APX 1031 — Primary home tax strategy and 1031 exchanges
• Andrew Kraffert-Gora, 1031 Capital Advisors — California landlord challenges and Delaware Statutory Trusts (DSTs)

Your hosts

• Michele Wolfe, eXp Realty · DRE #01818878 · 619-987-5030
• Shirin Alipanah, LPT Realty · DRE #01863232 · 858-214-9910

What's included

Lunch, all materials, and a take-home packet for your CPA and financial advisor. No cost to attend.

Reserve by May 20 — seating is limited.

Know what’s Happening Next — before everyone else does.

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Host or Publisher 55+ Real Estate Advisors