What You Need to Know About Your Real Estate Investment Taxes in 2021 and Beyond - Amidst the Current Uncertainty of Future Tax Law Changes

Here’s the good news…

On November 18^th, you have the rare opportunity to hear the professional inside scoop on how Real Estate Investment Tax Laws affect you, a real estate investor.

Our presenter is Katie A. Lepore, CPA, who holds a Master of Science Degree in Taxation and is also an Attorney. She was named a Super Lawyers ‘Rising Star’ in 2020 (which is awarded to the top 2.5% of attorneys in San Diego under age 40!)

Helping Minimize RE Investors’ Tax Burdens

Katie focuses her professional career on helping Real Estate Investor clients of all sizes understand how current tax laws and proposed tax law changes could affect them. And she advises clients on how to minimize their tax burden.

Whether you are seasoned or new, large or small, this is your chance to learn about relevant real estate tax laws - so that you can make better and more informed decisions. Katie will discuss the uncertainty of real estate tax laws during this period of covid, political election outcomes, and proposed tax law changes.

You will also be able to ask Katie the questions that keep you awake at night!

What you need to know…

In this presentation, Katie will clarify the key ISSUES - of which you need to be aware - and the possible ramifications of future tax law changes.  She will share tremendously valuable information that is meant to help you understand the landscape, so you can better protect your assets and minimize taxes on your real estate wealth-building portfolio.

Katies’ presentation will cover these most-asked questions:

·         Are income tax brackets expected to increase? 

·         What is the Section 199A pass-through deduction, and will it be removed - including for real estate income? 

·         Is the coveted Section 1031 Exchange expected to be eliminated? 

·         What about a possible ‘basis step-up’ upon death - affecting capital gains taxes? 

·         What about possible increases in capital gains taxes during life? 

·         When could tax law changes take effect?

You will also learn about California’s recent…

·         proposal for a Wealth Tax

·         propositions affecting California Property Taxes

Katie has the unique ability to discuss these complex issues in a clear, interesting and practical way; with visuals that illustrate her points. The content in this presentation will be valuable to the LEAST  experienced and the MOST experienced real estate investors in the group.

This educational presentation could help you make decisions that save money – in the near future, and for your heirs.

Sign up now - seats are limited!    First time Attendees are FREE!  
Members!  Register early (at least 24 hours) and get $5 REIA bucks!
YOU WILL RECEIVE THE ZOOM LINK WHEN YOU REGISTER!

5:30-6:00   Networking  
6:10-6:45   Patrick's Market Update!
6:50-7:15   Announcements, HAVES & WANTS, Sponsors
7:25            Featured Speaker Katie Lepore, Esq., CPA