WiscoREIA Eau Claire: Return on Equity and Strategies for Deferring Taxes!

[Misty Fowler]

Return on Equity and Strategies for Deferring Taxes

Real estate can be a great long-term investment, but if you're willing to do a little more analysis, you can improve your understanding of your portfolio, and most importantly, your returns! Learn how you can use Return on Equity (ROE) to evaluate your portfolio properties and tax-efficiently reallocate your portfolio using 1031 exchanges and Delaware Statutory Trust (DST) investments. This presentation is geared toward long-term holdings, not flips.

Speaker: Austin Preece, CFP®, EA

Austin Preece, CFP®, EA owns Preece Financial Planning, LLC, an independent, fee-only registered investment adviser firm located in Eau Claire, WI. Austin provides financial planning and tax services to entrepreneurs, real estate investors, and young professionals. Follow Austin on LinkedIn or Facebook to see his daily posts with tips about personal finance and stay up to date with his blog and podcast!

WiscoREIA's Eau Claire Meeting Always Meets on the 2nd Tuesday of the month from 7:00 pm - 9:00 pm!

Make sure to bring tons of business cards as you will be meeting with people that you want to get to know!

Meeting Location:

River Jams

2940 109th St

Chippewa Falls, WI 54729

Please enjoy food, drinks, and TIP YOUR SERVERS!

6:30 pm - 7:00 pm - Doors open early for Networking

7:00 pm - 9:00 pm - Speaker Presentation

You can stay after the meeting as well to network! Remember to bring your deals!

Members are always FREE! Your first meeting with WiscoREIA is FREE!

After your first meeting, Non-Members are $30.00.

**We are now Cashless; no cash or checks will be accepted at the meeting**

Hosts: AJ Minaker & Shaun Tutor