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 SVN | First Guardian Group and FGG1031 based in San Jose, CA. He has completed commercial real estate transactions totaling over $2B in all major asset classes. Paul’s firm has assisted over 5,000 1031 Exchange investors since 2003 and focuses on assisting investor with multifamily investment sales and executing capital preservation and reinvestment strategies nationwide. Paul holds an MBA in Finance from the University of Michigan and a Bachelor’s Degree in Chemistry from Wayne State University. He holds Series, 22, 62, and 63 securities licenses. Paul is the author of Real Estate Tax Deferral Strategies Utilizing the Delaware Statutory Trust which will be available for download to all attendees.
Peter K. Fisher
Senior Vice President of Inland Securities Corporation and is responsible for developing sales and new broker-dealer relationships. Peter joined Inland in 2005 as a regional sales representative. He was promoted to Vice President in 2006 and to First Vice President in 2009. Prior to joining Inland, Peter graduated with a Bachelor of Science degree from Indiana University. He holds Series 7 and 63 securities 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.