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March 2019 Chapter Meeting
March 8, 2019 @ 11:30 am - 1:30 pm
Overview:
TOPIC: What Financial Planners Should Know About Real Estate Tax Issues
This session will cover the following real estate tax issues financial planners should know.
• What to do with highly appreciated primary residences
• Options for 2nd homes
• Exit strategies for investment Real Estate
• 1031 exchange basic rules
• Reverse 1031 exchanges
• Red flag areas, such as partnership and related party issues
Learning Objective(s): Become more knowledge about real estate issues including 1031 exchanges.
Level of Complexity: Intermediate
1.5 hours CFP CE credit available pending approval by the CFP Board.
About the Speaker:
Ron Ricard, Vice President and Regional Account Manager for Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators. Over the past 17 years, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and other professionals. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University. Currently on the Board of Directors of the California Commercial Brokers Association, he also served on the Board of the Santa Clara County Association of Realtors and is very involved with numerous real estate associations and industry groups throughout Northern California. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.
Cost:
Early Registration through Monday, March 4th: $40.00 members $60.00 non-members.
At the door: $60.00 for FPA members, $75.00 non-members.