Helping Clients Navigate the San Diego Real Estate Market
December 17, 2015
Expectation Marketing
December 17, 2015
1031 Tax-Deferred Exchange Refresher Digital
$25.00
As the real estate market picks up, 1031 tax-deferred exchanges are making a come-back–make sure you are up-to-date. Kelly will briefly review the basics of forward and reverse exchanges and provide you with an update on recent changes in the tax law. She will also discuss the benefits of exchanges of non-real estate assets.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kelly Pearl, CES
As the real estate market picks up, 1031 tax-deferred exchanges are making a come-back–make sure you are up-to-date. Kelly will briefly review the basics of forward and reverse exchanges and provide you with an update on recent changes in the tax law. She will also discuss the benefits of exchanges of non-real estate assets.
(Purchase of this product will include an Audio recording and a PDF copy of the presentation.)
Presented by Kelly Pearl, CES
Related products
-
Add to cart
Curiosity in Counseling
$75.00This series focuses on the deeper themes when considering what is “behind the conversation” and how to navigate through it when the time presents itself. Having an understanding that goes beyond the surface of hearing what is said, but asking appropriate questions to get to the underlying issue behind it all, has a lot to do with a proper approach to curiosity. In this session, you will learn necessary tools on what to say and how you say it during your conversations with other professionals and/or clients.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'Curiosity in Counseling'
-
Add to cart
In the Brave New World of FATCA & Co: Is Offshore Planning Dead?
$25.00Many planners may finally given up on the idea of planning with offshore entities in the time of FATCA and transparency. However, offshore planning is alive and well. Offshore entities can help with asset protection planning, tax planning for inbound investments, pre-immigration planning, diversification of assets, and international estate planning. Max and Alex will discuss the ins and outs of offshore planning in today’s world (as well as the related due diligence and reporting requirements) to allow wealth planning advisors to identify possible pitfalls and to make educated decisions.
(Purchase of this product will include a PDF copy of the presentation.)
Presented by Max Riederer von Paar, Esq. and Alex Matuk, Esq.
Click play to watch a short video about ‘In the Brave New World of FATCA & Co: Is Offshore Planning Dead?’
-
Add to cart
The Power of Parables
$75.00A parable is an allegorical story designed to teach a lesson or communicate a principal. In this session, you will learn 2 types of highly effective parables, how to differentiate between the two, and how to use each at varying times in the conversation for the purpose of helping others to see and creating a space of vulnerability which further enhances a trusting environment.
(Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)
Speakers: Joseph J. Strazzeri and Stephen Mancini
Click play to watch a short video about 'The Power of Parables'
