170 South Market Street (between Paseo De San Antonio and West San Carlos St) San Jose, CA 95113 (408) 283-7200
*Validated parking is available at the Pavilion Garage across from Safeway (2nd and San Fernando Street).
Please join industry colleagues and fellow CPAs in an informative lunchtimeprogram to learn about the latest tax strategies gaining favor by real estate investors to build wealth and passive income. Through the use of examples and hypothetical illustrations, 1031 Exchange solutions and investing in private placements gives CPAs an overview of an IRS Section 1031 real estate exchange, as well as an overview about why investing in a private placement may be something to consider for your clients. Key terms and concepts covered include: Like-Kind real estate, Section 1031 Exchange, Qualified Intermediary (QI), the Delaware Statutory Trust (DST) and fractional interest ownership investment, cash investments passive income and passive losses, and tax forms.
CEO and President of FGG1031, an affiliate of First Guardian Group, a national real estate and investment firm based in San Jose, CA. Paul is the author of Real Estate Tax Deferral Strategies Utilizing the Delaware Statutory Trust which will be available for download to all attendees.
Inland Securities Corporation, develops sales and new broker dealer relationships. Peter joined Inland in 2005 as a regional sales rep and was promoted to VP in 2006, and First VP in 2009. He holds Series 7 and 63 licenses.
Workshop participants will be eligible to receive Paul's latest book entitled Real Estate Tax Deferral Strategies Utilizing the Delaware Statutory Trust (DST)which is currently available on Amazon and other retail outlets.