Build & Transfer Real Estate Wealth Tax Deferred & Free-In Person & Zoom

Strategies to Increase Current Real Estate Income *Create & Transfer Wealth to Your Heirs Tax Deferred and Tax Free* Prevent Family Disputes
About this Event

Build Wealth with 1031 Investment Property Exchange and Delaware Statutory Trusts

You’ll learn about Capital Gains Taxes and how to defer and then eliminate them through your estate, what Delaware Statutory Trusts (DSTs) are and their value, the mechanics of the 1031 Real Estate Property Exchange , and how to eliminate family disputes by creating a strategic inheritance plan for your loved ones. Lunch is provided, but seating is limited!

****The Zoom link will be emailed to you one day before the event. ***

For information or questions call/text Leanna Scott 408-836-7489.

ADA accessible.

Agenda

🕑: 09:45 AM
Check-in in person and on video
🕑: 10:00 AM - 10:15 AM
Welcome and Host Introduction~Seminar Overview and Goal
🕑: 10:15 AM - 10:30 AM
Market & Interest Rate Update~Tax Exemptions on Selling Residence & Investment
🕑: 10:30 AM - 10:45 AM
Asset Performance Tests~ Calculate Capital Gains & Tax Assesment
🕑: 10:45 AM - 11:00 AM
Control Cost Basis, Control Wealth~ Q&A
🕑: 11:00 AM - 11:15 AM
1031 Exchange~ Like Kind Properties~Current Investment Opportunities
🕑: 11:15 AM - 11:30 AM
1031 Exchange Guildelines~Boot~Defer $100,000's in Capital Gains Tax
🕑: 11:30 AM - 11:45 AM
Power and Benefits of Delaware Statutory Trust (DST)
🕑: 11:45 AM - 12:00 PM
Transfer Wealth with Family Peace Seminar/ Moving to a Senior Community Fair
🕑: 12:00 PM - 01:00 PM
Complementary Lunch~Answers to Your Specific Questions