twitter youtube  facebook  linkedin 

You are here: Home | Monthly Calendar | Lunch & Learn : Overcoming Tax Problems in Real Estate Sales. Reduce, Defer and Win the Deal.

Lunch & Learn : Overcoming Tax Problems in Real Estate Sales. Reduce, Defer and Win the Deal.

Date: Thursday, February 21, 2019 11:30 am - 1:30 pm

Presented by SFAR Events and Education Committee and hosted by Patrick Gardner at Synergy One Lending

Overcoming Tax Problems in Real Estate Sales. Reduce, Defer and Win the Deal.

Panel discussion topics:

  • 2019 Tax Code Changes – Buying with the benefits of Passthrough Entities and Bonus Depreciation
  • 1031 Exchange and beyond – The two allowable ways to defer Capital Gains when selling high value real estate
  • Monetizing Installment Sales for Primary, Second homes and Investment property
  • Baby Boomers - What’s next - Largest Wealth transfer in human history
  • Opportunity Zones and Funds – waiting for the Treasury
  • Case Studies to bring it all together

Panelists:

  • Raul Escatel LL.M Tax Attorney - Escatel Law 
  • Ralph Bunje Principal at Independent Exchange Services Inc.
  • Jon Vicars Senior Adviser at Sperry Van Ness

Description:

Join us for an enlightening panel discussion on buying and selling high-value real estate while reducing or deferring capital gains tax. Since REALTORS® may not offer tax advice, you'll find out who can. Understanding the potential for your clients will keep you ahead of the curve. Our panel has a combined 100 years’ experience in the field and will be discussing real case studies. The discussion will take us into and beyond 1031 Exchange and explore the lesser known but also dynamic section code 453- Installment Sale. These two section codes in tandem can help compel Sellers/Buyers to make moves in the market. Topics will touch on deferring capital gains tax on the sale of a primary or second homes, tax code updates and client strategies. We'll also be discussing buy side “Opportunity Zones and Funds" and how the new tax law benefits Pass-Through Entities on rental property ownership. Learn how to target potential clients in San Francisco's high-value market and gain the know-how to make deals happen. 

Sponsored by:

synergylogo black MOB 01

Rapattoni Class ID: ED022119

Search Calendar

You are here: Home | Monthly Calendar | Lunch & Learn : Overcoming Tax Problems in Real Estate Sales. Reduce, Defer and Win the Deal.