(This is an educational event only. There is nothing for sale.)
We are proud to present Ron Ricard, Dan Finn and Ari Rubin at our next presentation on how to reduce or defer your capital gains taxes. Many of the invitees to this event have owned their homes for many years. Some bought in the 60’s and 70’s and paid as little as $50,000. Now due to the miracle called Silicon Valley, their homes are worth $2 to $3 Million or more. Congratulations to them on buying when they did, but let's show them how they can minimize what could be hundreds of thousands of dollars in taxes.
- How much will my Capital Gains tax be?
- How can I take my equity out as a Guaranteed Annuity?
- What if I die before my spouse, what will the tax impact on her be?
- What are the pros and cons of a 1031 exchange?
- And so many more of your questions will be answered
Cubberly Community Center, 4000 Middlefield Rd, Palo Alto, Room H6
Take the North Entrance which is just south of the State Farm Insurance Office at 3968 Middlefield Rd.
Please register for live or online events by calling 650-977-3007 M-F 9:00 AM to 6:00 PM or click the button below.
Ron Ricard
Ron Ricard is designated as a Certified Exchange Specialist®, one of fewer than 110 people nationwide who currently carry that certification. Since 2002, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others.
Dan Finn
Ari Rubin
Ari Rubin is the CEO & founder of Flock Homes and has empowered over 100 landlords to retire through the 721 exchange, a powerful Wall Street tax strategy enabling landlords to minimize capital gains taxes and fully retire from landlord responsibilities while keeping steady income. Ari attended Stanford's Graduate School of Business and received his undergraduate degree from Harvard University.
Joe Metz
Joe Metz is a Realtor, Author and Developer specializing in Mid Peninsula real estate who has many years experience in buying, selling, listing and developing properties.
In order to take advantage of the tax saving methods being introduced today, it has to be a team effort. Joe has years of personal experience in using these methods and can coordinate the team needed to assist you.
Online event: This will be a live broadcast of the event above.
We will provide the Zoom link upon registration.
Selling your house is going to be one of the most important decisions of your life. Most of the invitees to this event are seniors who have owned their homes for many years. Some bought in the 60’s and 70’s and paid as little as $50,000 for their homes. By some miracle called the Silicon Valley, their homes are now worth $2 to $3 Million or more. I say congratulations for buying when you did. I also say don’t throw a good part of it away when you don’t have to.
In addition to answering any of your tax questions, our experts are going to be showing ways to reduce or defer your capital gains tax.
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