CE Class | Lunch and Learn | Tax Strategies & Real Estate Investing

CE Class | Lunch and Learn

Lunch at 11:30 AM | Class is 12:00 PM - 1:00 PM

Join us for an enlightening real estate investing class where we unravel the power of the 1031 exchange and delve into tax­ friendly alternatives that can transform the approach to property ownership.

Sign-up and you can expect to learn about:

• QOZ's and DST's -Benefits and Risks
• 1031 Exchanges -Complete overview on how they work, advantages, and timelines
• The Delaware Statutory Trust -How investors can use this vehicle, the pros & cons of ownership
• Passive income and Passive loss
• Qualified Opportunity Zones (QOZ)

Don't miss out on this opportunity to empower yourself with knowledge that can unlock doors to financial freedom for you or your clients. Secure your spot now!

Instructors:

Steven Erickson, Financial Advisor, Wealth Investment Services, LLC

Samuel Scarpone, Wealth Strategist, Wealth Investment Services, LLC

“This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory Services through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Wealth Investment Services, LLC is independent of CIS and CAM, all of whom are independent of Fidelity National Title Company”

Also check out other Workshops in Tigard.