Buy. Rent. Defer. Sell: Tax Tactics for Every Stage of Real Estate Ownership

Whether you or your client is a seasoned investor or just starting in real estate, understanding how taxes impact your decisions can mean the difference between building wealth and missing opportunities. In this dynamic session, we'll walk through the full lifecycle of real estate ownership from acquisition to exit and break down the tax strategies that matter most at each stage.

What you'll learn:

• Smart use of depreciation to reduce taxable income

• How to defer capital gains through 1031 exchanges

• Pros and cons of short-term vs. long-term rentals

• Exit strategies and timing to minimize tax consequences

• Practical tax planning tips you can apply now, whether you're buying, holding, or selling

If you or your clients own real estate or plan to, this is a session you won’t want to miss. You’ll walk away with actionable strategies to keep more of what you earn and grow your portfolio with confidence.

Join us and take the guesswork out of real estate tax planning!

Presenters:

Kristin Wigle, CPA

Kristin Wigle is the owner and has been working with the firm since 2003. Born and raised in Bend, OR, Kristin attended the University of California at Berkeley and earned her bachelor degree at the Haas School of Business. She swam competitively for Cal at the national level. Upon graduation, she worked at Ernst and Young LLP in the audit department, but also spent time in the mergers and acquisitions group. Kristin became licensed in 2003, moved back to Bend, and began working with Tom. In 2015, she became a partner, and in 2021, she became the owner of Riley Wigle CPAs LLC. Kristin is a member of the AICPA and OSCPA and occasionally hosts seminars for other CPA's. 

Kirsten Habermann, CPA

Kirsten Habermann is a CPA who has been working with the firm since 2020. Born and raised in Massachusetts, she graduated with her Bachelor of Science in Accounting from the University of Illinois while maintaining leadership roles in two separate clubs. Kirsten obtained her CPA license in November 2022 and is currently an AICPA member. Outside of work she enjoys training her dog in competitive agility, hiking, climbing, canyoneering, skiing, & snowboarding, and traveling. Kirsten is on two advisory boards in town as well as a huge advocate for Bend Emerging Talent.

Please RSVP for the event by September 8th to secure your seat.  Your RSVP is crucial for us to provide 10 Barrel with accurate numbers for food and seating arrangements.

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