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You are invited to join us at Ceviche Inka Miami (Aventura) for the following: Course Title: 1031 Exchange Symposium: Optimizing Tax Benefits and Maximizing Real Estate Growth Course Description: Understanding the fundamentals of 1031 exchanges, the tax benefits, and their significance in real estate portfolio management. We’ll provide an overview, combining theoretical knowledge with practical examples to empower participants to optimize tax benefits and strategically grow their real estate portfolio through 1031 Exchanges. Difficulty: Intermediate. Earn: 1 hour CLE Florida Bar Registration Fee: No Hosted By: Larry Karp, Registered Representative at 1031 Financial, Brian Armstrong, RVP Capital Markets for Megatel Capital Presenters: Drew Monaghan, President of Private Exchange Group (PEG) 1031 / Lauren Cohen, Founder, Investing Across Borders Event Details: This seminar is intended for Real Estate Attorneys, Estate Attorneys, CPAs and High Net Worth Investors When: Tuesday, June 3rd, 2025 Time: 12:00 – 2:00 PM et Location: Ceviche Inka Miami 3155 NE 163rd Street North Miami Beach, FL 33160 t (305) 940-4910 cevicheinkamiami.com Click here to RSVP or @ [email protected] QUESTIONS? Give us a call at 347-293-0084, ext. 4 Larry Karp, Registered Representative at 1031 Financial. He works with investors and fiduciaries including Qualified Intermediaries, Attorneys, Accountants and Brokers during a 1031 exchange transaction. Larry holds the SIE, Series 22 and Series 63 securities licenses. Drew Monaghan, President of PEG 1031. Drew Monaghan is President of Private Exchange Group (PEG), Inc. a National Qualified Intermediary for 1031 Exchanges. As a sought-after 1031 Exchange expert, Drew has consulted and trained thousands of CPAs, Attorneys, Brokers and Investors on the strategies and options of 1031 exchanges over the past 21 years across the U.S.. After his consultations and training sessions, his clients and their teams have a clear strategy and can use the tools immediately to help their business and family. Lauren Cohen, Investing Across Borders. Canadian/Toronto native Lauren Cohen is now a dual U.S./Canadian citizen. Lauren is an international lawyer, serial entrepreneur, Realtor, Cross-Border Strategist, Best-Selling Author, and Global Keynote Speaker. Lauren is the Founder of Investing Across Borders, a concierge, full-service Investment, and immigration advisory company, helping clients navigate through the complex journey of cross-border real estate investing, business setup and expansion, and securing U.S. Visas. Her signature program is called HOW TO IMMIGRATE THROUGH REAL ESTATE, designed specifically as a full-service option to guide real estate investors seeking status in the U.S.. Brian Armstrong, Regional VP of Capital Markets for MCI (Megatel Capital) in the Southeast Region. Brian has worked with financial advisors and consultants for over 25 years, the last two with Megatel Capital.
You are invited to join us at Ceviche Inka Miami (Aventura) for the following: Course Title: 1031 Exchange Symposium: Optimizing Tax Benefits and Maximizing Real Estate Growth
Course Description: Understanding the fundamentals of 1031 exchanges, the tax benefits, and their significance in real estate portfolio management. We’ll provide an overview, combining theoretical knowledge with practical examples to empower participants to optimize tax benefits and strategically grow their real estate portfolio through 1031 Exchanges.
Difficulty: Intermediate. Earn: 1 hour CLE Florida Bar Registration Fee: No Hosted By: Larry Karp, Registered Representative at 1031 Financial, Brian Armstrong, RVP Capital Markets for Megatel Capital Presenters: Drew Monaghan, President of Private Exchange Group (PEG) 1031 / Lauren Cohen, Founder, Investing Across Borders Event Details: This seminar is intended for Real Estate Attorneys, Estate Attorneys, CPAs and High Net Worth Investors
When: Tuesday, June 3rd, 2025 Time: 12:00 – 2:00 PM et Location: Ceviche Inka Miami 3155 NE 163rd Street North Miami Beach, FL 33160 t (305) 940-4910 cevicheinkamiami.com
Click here to RSVP or @ [email protected]
QUESTIONS? Give us a call at 347-293-0084, ext. 4
Larry Karp, Registered Representative at 1031 Financial. He works with investors and fiduciaries including Qualified Intermediaries, Attorneys, Accountants and Brokers during a 1031 exchange transaction. Larry holds the SIE, Series 22 and Series 63 securities licenses.
Drew Monaghan, President of PEG 1031. Drew Monaghan is President of Private Exchange Group (PEG), Inc. a National Qualified Intermediary for 1031 Exchanges. As a sought-after 1031 Exchange expert, Drew has consulted and trained thousands of
CPAs, Attorneys, Brokers and Investors on the strategies and options of 1031 exchanges over the past 21 years across the U.S.. After his consultations and training sessions, his clients and their teams have a clear strategy and can use the tools immediately to help their business and family.
Lauren Cohen, Investing Across Borders. Canadian/Toronto native Lauren Cohen is now a dual U.S./Canadian citizen. Lauren is an international lawyer, serial entrepreneur, Realtor, Cross-Border Strategist, Best-Selling Author, and Global Keynote Speaker. Lauren is the Founder of Investing Across Borders, a concierge, full-service Investment, and immigration advisory company, helping clients navigate through the complex journey of cross-border real estate investing, business setup and expansion, and securing U.S. Visas. Her signature program is called HOW TO IMMIGRATE THROUGH REAL ESTATE, designed specifically as a full-service option to guide real estate investors seeking status in the U.S..
Brian Armstrong, Regional VP of Capital Markets for MCI (Megatel Capital) in the Southeast Region. Brian has worked with financial advisors and consultants for over 25 years, the last two with Megatel Capital.