Wealth & Wisdom: Tax Strategies from Real Estate Capital Gains
Schedule
Tue Aug 26 2025 at 11:30 am to 01:00 pm
UTC-07:00Location
Fleming’s Prime Steakhouse & Wine Bar | Pasadena, CA

About this Event
Do you have clients hesitating the sale of their property due to capital gains tax concerns? Or maybe that is you hesitating because of tax concerns. This informational event is where you need to be to alleviate your concerns.
Join us for a private group educational lunch at Fleming's Pasadena on August 26th. We'll delve into the world of 1031 strategies and DST to minimize and eliminate capital gains taxes. Put your mind at ease or empower your conversations with resources that can help you navigate these complexities with confidence.
What You'll Learn
You'll have a better understanding on if a 1031 exchange is the right fit for you while having resources immediately available for you to accomplish it, ask questions and more.
Registration
Is not guaranteed, but highly likely. One of our team members will reach you by phone to confirm you attendance.
Agenda
🕑: 11:30 AM - 12:00 PM
Open Meet & Greet with Michael Ferrera
🕑: 12:00 PM - 12:30 PM
Education on Topic
Info: Learn about the strategies, high net worth individuals and those with anticipated capital gains use.
🕑: 12:30 AM - 01:30 AM
Lunch & Desert
🕑: 01:00 PM - 01:30 PM
Chat & Questions
Where is it happening?
Fleming’s Prime Steakhouse & Wine Bar, 179 East Colorado Boulevard, Pasadena, United StatesEvent Location & Nearby Stays:
USD 0.00 to USD 59.00
