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Event

Please Join us for an Exclusive Presentation

3 Secrets Savvy Rental Property Owners Use to Preserve Wealth, Increase Passive Income, and Avoid Costly Mistakes!

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I have net worth greater than $1M excluding my personal residence or annual income greater than $200K (or $300,000 jointly with my spouse), and I anticipate my income to remain above that threshold in the coming year.

Dec 02, 2018

01:00 PM

*Bank of America, Palo Alto

3075 Hansen Way, Palo Alto, Suite B
* Near El Camino Real and Page Mill Road

Topics

Covered

  • How to defer and ultimately avoid taxes due on the sale of rental properties with a 1031 Exchange
  • Determine if a 1031 Exchange makes sense for you
  • How to tap into trapped equity
  • Retirement strategies
  • How to avoid common mistakes
About the

Speaker


Paul Getty  
Paul Getty is a noted speaker and author, and has worked with over 5,000 real estate investors to close over $1.8B of transactions. His firm, FGG1031, an affiliate of First Guardian Group, provides a one-stop shop for investors seeking to defer taxes through utilizing the 1031 Exchange tax code. Please visit www.FGG1031.com for more information. Paul holds Series 22, 62, and 63 securities licenses, and is a licensed real estate broker and wealth advisor. He has an MBA in Finance from the University of Michigan and holds numerous real estate industry designations.


Amit Urban 
Amit Urban is experienced with 1031 Exchanges and has advised clients on solutions and strategies to optimize their real estate holdings that meet their goals. Amit specializes in multifamily properties and residential development opportunities throughout Silicon Valley. Amit is a licensed real estate salesperson in the State of California and has successfully obtained his Series 22 and 63 securities licenses. Amit graduated from the University of California, Los Angeles, and is fluent in Chinese and Hebrew.


Join the event and receive a free eBook copy of Paul Getty's upcoming book entitled "Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST)"

Note that attendance in this event is limited to Accredited Investors whose net worth is more than $1 million excluding equity in their personal residence or who have annual income equal to or greater than $200K ($300K if married).