Phil Atwan – 1031 Exchange Expert

We’re honored to welcome Phil Atwan, one of Southern California’s most respected authorities on 1031 Tax-Deferred Exchanges, as our guest speaker at CAREIA.

With over 30 years of experience in real estate and tax strategies, Phil has helped thousands of investors defer capital gains, preserve wealth, and reinvest wisely through 1031 exchanges. He is the VP of Business Development at Exchange Resources, Inc., a leading Qualified Intermediary (QI) firm serving clients nationwide.

Phil’s presentations are known for being clear, practical, and highly engaging — whether you're new to 1031 exchanges or a seasoned investor planning your next move.

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### ✅ What You’ll Learn:

• How to legally defer capital gains taxes when selling investment property
• The timelines, rules, and myths of 1031 exchanges
• How to use a reverse or delayed exchange to your advantage
• Best practices for multifamily, commercial, and out-of-state reinvestments

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Don’t miss this opportunity to get your 1031 questions answered by one of the best in the business.
RSVP now and bring your property scenarios!