Join NuView for our Tuesday Workshop:
Navigating 1031 Exchanges With Confidence
Tuesday, June 11th | 12:00 P.M. EST
Join us for an insightful live class on Tuesday, June 11th at 12:00 PM EST, hosted by Jason Sheppard. We are excited to feature Brad Dugger, a Senior Account Executive at Accruit, as our 1031 expert. This class will explore 1031 exchanges, an important topic for real estate investors looking to defer capital gains taxes. Brad will cover taxation aspects, the motivations behind utilizing 1031 exchanges, the importance of choosing a qualified intermediary, and much more.
Brad's expertise will guide attendees through every stage of the process, from the pre-exchange period to the identification period and finally the purchasing period. In addition, he will provide real-world examples to illustrate each step of the 1031 exchange process. This is a unique opportunity to learn directly from an industry expert who brings a wealth of experience. Don’t miss out on this chance to enhance your real estate investment skills and explore 1031 exchanges. Mark your calendar and sign up today!
Please note: If you register after 10:30 AM EST on the day of the class, you will not receive the join link for this class; however, you will receive a link to a recording. The recording link will not be provided if you do not register.
Meet Our Speaker
Steve Maldonado
Business Development Representative
A student of Finance at the University of Central Florida, Steve has applied his knowledge to a career in Sales and Business Development working with and building teams to adapt to new market trends in the alternative asset industry.
Becoming an expert on retirement accounts, Steve has used his industry knowledge to move into his current position as Director of Syndication Solutions at NuView Trust - a premier custodian for self-directed alternative investments with over $2.5B of assets under management.
Since working with NuView, Steve has had the privilege of developing new relationships with some of the top GPs and Syndicators in the industry, helping them maximize their capital-raising potential through retirement accounts.
Working closely with NuView's Private Equity team, Steve has assisted in facilitating over 15,000 private equity transactions equating to over $1.25B in equity deployed.
Steve's passion lies in educating others on how to raise capital from retirement accounts, providing GPs and Syndicators the right tools to get started raising capital through IRA and 401(k) accounts. He is heavily recruited to speak for podcasts or other events as a subject matter expert in tax-advantaged investing through retirement accounts.
Outside of NuView Trust, Steve is a single father to a beautiful son Steven Jr. They enjoy hiking, kayaking, and adventuring together.
Steve also has a passion for charity and regularly donates his time to the community, participating in projects for Habitat for Humanity, The Sharing Center, and Volunteer Florida.