Timely Program from the Society of FSP Addresses Key Influences on Your Practice
February 10, 2017
Estate Planning Workshop – Sponsored by Peak Trust – San Diego
October 31, 2017
January 24, 2019 @ 2:30 pm – 4:00 pm
The Southern California Institute
10251 Vista Sorrento Parkway
Suite 250, San Diego
CA 92121
Shelley Lightfoot
858 200-1911

January 24, 2019 – 9 Ways Out of Highly Appreciated Property; Presented by Joe Strazzeri, Esq. and Maureen Verduyn, CFP, EA, M.Ed.

The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities.  Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the now Nine Exit Strategies that may be more appropriate than traditional methods. Join Joe and Maureen for a dynamic discussion about how these strategies can help your real estate investor clients.