A Smarter 1031 ExchangeTM – Watch Our 38 Minute Webinar
WHO SHOULD ATTEND
ANYONE WHO WOULD LIKE TO LEARN TAX MITIGATION STRATEGIES TO EXIT INVESTMENT REAL ESTATE OR ANY HIGHLY APPRECIATED ASSET AND DOES NOT WANT TO PAY TAXES!
This event is designed for Real Estate Investors or those looking to distinguish their Tax, Law, or Real Estate Practice from the herd. This educational event will empower you with the knowledge of “What the Wealthy do Differently” for their own Advanced Tax and Risk Mitigation Planning Strategies!
Topics To Be Discussed
Fundamentals: Introduction to leveraging a 1031 Exchange using a Delaware Statutory Trust “DST” or Qualified Opportunity Zone “QOZ” for any highly appreciated Assets.
Qualifying QOZ Assets Include
- Sale Of A Personal Business
- Classic Car Collections
- Individual Stocks
- Mutual Funds
- Real Estate
- Fine Art
- Other assets that have appreciated.
IRC Rules For: Real Estate Investors looking to exit the investment real estate game and mitigate the taxes! High Net Worth individuals looking to sell and mitigate Taxes on highly appreciated assets of any kind.
This Event is Sponsored By:
Your Webinar Speaker:
Ronald J. Briggs Jr FIC, CRPC®
Youngest 38-year industry veteran and Financial Advisor in the country at his current age of 56!
Ronald J. Briggs Jr FIC, CRPC®
Youngest 38-year industry veteran and Financial Advisor in the country at his current age of 56!
Complete the form below to watch our webinar!
We’ll Also Briefly Discuss Our A Smarter 1031 Partnership Opportunities
All Partners Will Receive:
Co-branded 1031 Exchange website and sales tools.
Insight to advanced Real Estate Tax Mitigation.
Intuitive client facing brochure collateral.
Knowledge on when to introduce a DST vs QOZ
DO YOU THINK the REAL ESTATE MARKET is SOFTENING?
I was raised by an entrepreneur that aways told me “Time is Money and Knowledge is Power”! (This is a 2.46 min. read and you will glean both!)
The Ideal Scenario
A. Based on your expertise you were just referred to a Real Estate Investor who’s interested in selling a highly appreciated investment property!
B. The real estate Investor also expressed that they were motivated to be free from property management responsibility and is excited to exit the real estate game once and for all!
C. Timing is ideal, with the real estate Market at a historical high.
The Aha Moment
A. After speaking with you, the real estate Investor visits his friend, Mr. CPA.
B. The real estate Investor has an aha moment when he learns from Mr. CPA that if he sells his property the amount of various taxes to be paid will dramatically reduce the return on his highly appreciated property…. by as much as 40%!
C. Now, a once motivated seller stalls out and begins to rethink selling his property. He decides to hold on to the property and enjoy the recurring revenue stream it generates even though it comes with the headache of management.
D. You lose out on a significant sale and potential 6 figure commission!
The Dilemma
A. Determined to figure out a better solution for a 1031 exchange for these types of Real Estate Investors looking to exit, you receive an invitation to attend a Lunch & Learn Event coincidentally called “A Smarter 1031 Exchange”! It’s my lucky day!!!
B. This is different than the Traditional 1031 Exchange, but 100% qualifies under the Tax Code IRC Section 1031. It’s just something the majority of Realtors, CPAs, Attorneys and even real estate investors aren’t aware of.
C. So, why are they not aware of it?
The Solution
A. Utilizing a Delaware Statue Trust “DST” in a 1031 Exchange can only be performed by a properly licensed Advisor. Yes, it’s a Security that happens to qualify for IRC Section 1031!
B. The best part of a DST is it will provide passive real estate income and other tax benefits while allowing the real estate investor to exit the real estate management game!
C. You the Realtor can now go back and SELL, SELL, SELL, more real estate even if the market is softening!
D. You become known as the 1031 Real Estate Pro and the client will never forget your savvy real-estate swagger! So much so, you’ll probably receive referrals for saving your client millions of dollars in taxes and have a game plan going forward when involved with sellers that are hesitant to sell due to large capital gains tax exposure.
Action Steps
A. You are cordially invited to attend our Lunch & Learn event “A Smarter 1031 Exchange”
B. Topics will be DSTs vs QOZs when mitigating taxes on highly appreciated assets such as real estate and how you can use both to your advantage when selling all types of real estate!
C. It’s free to attend and there will be a great LUNCH served (Lunch and Presentation will only be about 45mins) plus your time will make you A Smarter 1031 Real Estate Pro!!!
“Time is Money and Knowledge is Power”… See you there!
Ronald J. Briggs Jr. FIC, CRPC® & Maxwell E. Carlson CPA
Disclosure Statement on behalf of the Registered Investment Advisor (RIA)
The past, current or future results of any type of securities are not a guarantee, or implied guarantee of future performance, returns, profit, or growth. Investors should thoroughly evaluate financial objectives, goals, and parameters such as risk tolerance with their Advisor before investing in any security. Investment account values will be subject to fluctuation in capital markets and can lose principal value. Fiduciary does not guarantee any level of investment performance, superior than the appropriate benchmark or otherwise.
Carefully consider your investment objectives, risk factors, charges, and expenses before investing. This and other information can be found in the Caitlin John Private Wealth Management, LLC.’s Form ADV Part 2A, which can be obtained from your financial advisor, by calling (810) 355-1325 or by visiting www.caitlinjohn.com. There are risks involved with investing, including possible loss of principal. Caitlin John Private Wealth Management, LLC. utilizes third-party investment managers in working with clients, the disclosures of each are available by request at any time and can be found on their respective websites or by searching www.adviserinfo.sec.gov.
Asset Management and Investment Advisory Services offered through Caitlin John Private Wealth Management LLC., a SEC Registered Investment Advisor Firm, headquartered at 1024 E. Grand River Ave, Brighton, Michigan 48116 / Toll Free 877-238-1680. The Advisor you received this from is an Investment Advisor Representative of Caitlin John Private Wealth Management LLC. BFG Wealth Advisors and Caitlin John Private Wealth Management are separate entities and are not affiliated.