Exclusive Investor Briefing: The 2026 Tax Playbook

How to Reduce Taxes with 1031/DSTs, Opportunity Zones & Strategic Roth Conversions

For investors seeking tax-efficient strategies and high-quality real estate opportunities, this session delivers a comprehensive breakdown of today’s most powerful tools: 1031 exchanges, Delaware Statutory Trusts (DSTs), Qualified Opportunity Zones (QOZs), and Roth conversion planning—specifically within the context of real estate development. Join financial advisor Johnny Lynum of Wright Time Financial and special guest Hunter Lee from Capital Square for a focused, practical discussion designed for accredited investors, CPAs, real estate professionals, and high-income earners looking to optimize tax exposure and build long-term wealth.

What you will learn:
• How 1031 exchanges and DSTs can defer capital gains and unlock passive, professionally managed income
• Where QOZ investments can provide powerful tax incentives and support community development
• When Roth conversions pair effectively with real estate for long-term tax-free growth
• Current market trends and opportunities in institutional real estate development

Who should attend:
• Accredited investors evaluating tax-efficient real estate options
• 1031 exchange clients and real estate owners considering a sale
• CPAs, QIs, attorneys, and financial professionals
• Investors exploring passive income, diversification, and long-term tax planning

Please reserve your seat and join us for a high-value conversation on reducing taxes, increasing income, and leveraging real estate development to build lasting wealth.

This webinar is for informational purposes only. All investments involve risk, including the possible loss of principal. Nothing herein constitutes a recommendation or an offer to buy or sell any security. Securities are offered through Innovation Partners, LLC (IPLLC). Member of FINRA/SIPC. IPLLC is a Registered Investment Advisory Firm with the SEC under the Investment Advisers Act of 1940, and a registered Broker-Dealer. Johnny Lynum is a Registered Representative of Innovation Partners, LLC.