Join real estate attorney, broker, and REALTOR® Devin Lucas for a fast-paced, practical deep dive into today’s most important real estate tax strategies. Whether you are a seller or trustee, or work with trustees, investors, or families planning wealth transfers, this session delivers actionable insights from the legal and tax front lines. Join us for this comprehensive presentation. As one attendee put it, "I feel like I just got hit with a firehose."
Topics Covered:
• Gifts of real estate and gifts of equity
• Selling to children below market value
• Capital Gains
• IRS Section 121 exclusion and step-up in basis
• 1031 exchanges, DSTs, and OZs
• 1031 conversion of primary residence
• Installment sales and structured deferrals
• Bonus depreciation, real estate professional status, and more
• Proposition 19: inheritance tax traps, portability, and LLC workarounds
• Current insights into the "big beautiful bill" and its impact on real estate
Learn strategies to reduce capital gains, avoid reassessment, and plan for wealth transfer.
Prefer video? Watch the full session on YouTube: https://youtu.be/oFhgvDUkZhc
Presented to the Orange County Bar Association | May 2025
Hosted by Devin R. Lucas | lucas-real-estate.com
This podcast is for educational purposes only and does not constitute legal or tax advice.
Lucas Real Estate, A Professional Corporation
Real Estate Law | Real Estate Transactions | REALTORS®
2901 West Coast Highway Suite 200
Newport Beach | California | 92663-4023
O. 949.478.1623
info@lucas-real-estate.com
lucas-real-estate.com
Popular Podcasts
Bookmarked by Reese's Book Club
Welcome to Bookmarked by Reese’s Book Club — the podcast where great stories, bold women, and irresistible conversations collide! Hosted by award-winning journalist Danielle Robay, each week new episodes balance thoughtful literary insight with the fervor of buzzy book trends, pop culture and more. Bookmarked brings together celebrities, tastemakers, influencers and authors from Reese's Book Club and beyond to share stories that transcend the page. Pull up a chair. You’re not just listening — you’re part of the conversation.
On Purpose with Jay Shetty
I’m Jay Shetty host of On Purpose the worlds #1 Mental Health podcast and I’m so grateful you found us. I started this podcast 5 years ago to invite you into conversations and workshops that are designed to help make you happier, healthier and more healed. I believe that when you (yes you) feel seen, heard and understood you’re able to deal with relationship struggles, work challenges and life’s ups and downs with more ease and grace. I interview experts, celebrities, thought leaders and athletes so that we can grow our mindset, build better habits and uncover a side of them we’ve never seen before. New episodes every Monday and Friday. Your support means the world to me and I don’t take it for granted — click the follow button and leave a review to help us spread the love with On Purpose. I can’t wait for you to listen to your first or 500th episode!
Dateline NBC
Current and classic episodes, featuring compelling true-crime mysteries, powerful documentaries and in-depth investigations. Follow now to get the latest episodes of Dateline NBC completely free, or subscribe to Dateline Premium for ad-free listening and exclusive bonus content: DatelinePremium.com