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Workshop: Five Ways to Mitigate Taxes on Highly Appreciated Real Estate Investments

You are invited to what should be an interesting panel discussion on five strategies that help mitigate or defer taxes on highly appreciated real estate investments. While the 1031 exchange is known by many, it will represent only one of the five strategies that will be discussed by the panel. I do not know of a time when all five strategies were available for discussion in one sitting.

Click here for the invitation or to register.

The panel is very smart – advanced thinkers, open to your questions during and after the workshop. There are two workshop dates scheduled over the next six week – two chances to hear this presentation. The first is February 19th in Pleasanton and then March 19th in Alameda.

#Real Estate

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Real Estate Investments Course Starts January 15, 2019 at UC Berkeley Extension, San Francisco Campus

The next Real Estate Investments for Financial Planners and Investors course starts soon. This class will serve as an important foundation for making buy, sell, and hold real estate investment decisions. The coursework includes

  • An introduction to real estate investment basics
  • The Real Estate Cash Flow model
  • Real estate ownership and finance
  • Case studies on real estate investment decisions, and how they have impacted personal financial goals

Click here to register. Or contact me if you have any questions, or if you would like a copy of the course outline.

Sincerely, Rich Arzaga, CFP®, CCIM

Course Instructor

#Real Estate