We are excited to bring together experts across a wide range of tax-deferred strategies in ONE PLACE to educate YOU on how you can keep more of your hard earned wealth!
You will learn:
- A comprehensive overview to the multiple strategies you can apply to reducing, deferring, or eliminating your taxes when making investments!
- How to invest across asset classes with minimal tax penalty (i.e. deferring taxes from selling a rental home to purchase stocks)
- How retirees can sell their Bay Area home with minimal tax penalty and have money left for retirement
- Strategies real estate agents and financial advisors can leverage to help their clients
About the Keynote Speaker:
Tom K. Wilson is a 5 decade real estate investing veteran who has bought and sold over 4,000 units and over $500M of real estate in 6 states, including three condo conversion projects, 20 commercial & multifamily syndications, and over 650 residential properties. After thirty years of managing some of the Silicon Valley’s pioneering technology companies, Mr. Wilson put his business and management experience toward full time investing.
One of his companies, Wilson Investment Properties, offers high-quality, high-cash flow residential and commercial properties to other investors
About the Panelists:
Thomas Bottenberg is IPX1031's Northern California Manager and has been actively involved in the 1031 exchange industry for almost 30 years, having completed over 40,000 1031 exchanges. Starting with a tax law firm in Oakland, California, Tom developed a continuing education curriculum for real estate brokers and routinely spoke to 6-8,000 brokers and investors monthly. Tom will also be covering other strategies, such as Deleware Statutory Trust, NNN, TIC, and more!
Ruth Van Derostyne is a credit counselor and capital gains tax strategist with over 25 years of 1031 exchange experience. She is a frequent educator and speaker, and was the President of two different Companies. Ruth will be representing the Monetized Installmend Sale strategy, which can be used for investments across multiple asset types, as well as primary residences.
Carl Worden consults for tax deferral options for primary residences, secondary residences, investment properties, stock and other highly appreciated assets. Carl and his team have been leading workshops with top CPAs, trust attorneys, and tax attorneys across the country for the past 2 decades, helping thousands of people from all walks to life defer taxes on the sale of their assets, and educating thousands of real estate agents, title companies, and lenders to provide options to their clients. Carl is a financial advisor, real estate investor, real estatea agent, and 1031 exchange consultant. Carl will be representing the Deferred Sales Trust strategy along with many others.
Logistics
Appetizers, wine, and beverages will be provided. Early bird tickets are $30. Price to increase to $40 on 1/1/2019.
Parking in the structure across the street is free of charge after 6PM.
