Don't let this Lunch N Learn event pass you by!
Are you a CPA, Commercial Broker, Real Estate Investor, Tax Professional, Financial Advisor or an Estate or Tax Law Attorney? Join us for an informative and engaging session on how to maximize tax deferral opportunities, stay current on changing regulations, network with experts and investors.
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EVENT DETAILS
Lunch N Learn:
Maximize Your Clients' Wealth with Commercial Real Estate & 1031 Exchanges
Wednesday, July 16, 2025 | 12:00 PM - 1:30 PM
Merrimack Valley Housing Partnership, 664 Merrimack Street, Lowell, MA
WHAT YOU WILL LEARN
- Real Estate Loans: Commercial vs Residential Mortgages
- Community Development Loans
- Accessory Dwelling Unit (ADU) policy update.
- Foundations and Tax Benefits of a 1031 Exchange.
- Rules and timeframes of a 1031 Exchange.
- Role of a Qualified Intermediary for a 1031 Exchange.
- Meet and interact with Northern Bank's knowledgeable team members.
Northern Bank, including its subsidiary Northern 1031 Exchange, LLC does not provide tax, legal or accounting advice, nor can we make any representations or warranties regarding the tax consequences of your exchange transaction. We strongly encourage you to seek appropriate professional advice regarding your specific facts and circumstances.
RESERVE YOUR SPOT TODAY!
Registration is required for access to the event and to capture any food allergies. Lunch will be served during the event.
Complete the form below to RSVP for July 16.
