Build & Transfer Real Estate Wealth Tax Deferred & Free-In Person & Zoom
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 through a 1031 Exchange 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, seating is limited. We encourage you to register today!
IN-PERSON SEMINAR LOCATION
Keller Williams Silicon City
2221 Oakland Road # 268
San Jose, CA.95131
Our building is the glass building at the far left corner of the parking lot. Enter the glass double doors then upstairs to the left. The elevator is behind the stairs. After exiting the elevator take two immediate sharp right turns. Our office is directly ahead through two glass doors. Please arrive by 9:50am to sign in and secure seating.
VIDEO-ATTENDANCE
Please sign in a few minutes early:
https://us02web.zoom.us/j/81900947566
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
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
