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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.

Jan 27, 2019

01:00 PM

*Palo Alto Oshman Family JCC

3921 Fabian Way, Palo Alto; Room G103
* Near Highway 101, (South) San Antonio Road and East Charleston 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.

Paul Prouty  
National Commercial Property Management. Paul Prouty was born and raised in Silicon Valley. As a California Real Estate Broker, licensed in 1993, Paul has managed over $100 million dollars of commercial real estate assets and 100,000 square feet of office and industrial space. Paul has closed over 400 transactions in commercial and residential real estate. He is a past director at the State level representing Santa Clara County in the areas of Real Estate Finance, Real Estate Taxation, and Planned Unit Developments. He formerly held a California State contractor’s license and a Series 63 securities license.


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.