Next Waltham Meeting
Tues., August 21, 2018


The FOUR taxes you pay when you sell or property – Or NOT!
 

The market is strong, so maybe you are selling a property to step up to something larger.  Or maybe you are revamping your portfolio into more passive investments:  avoiding the “tenants, toilets and trouble!”  It’s definitely a good time to be a seller, except when the taxman wants his piece of the pie.  
 

Lynne Bagby is a Certified Exchange Specialist (CES®) and Northeast Division Manager for Asset Preservation, Inc., one or the nation’s most well-regarded Qualified Intermediary firms for 1031 exchanges. Lynne has worked in the 1031 industry for 17 years and has assisted in the facilitation of thousands of 1031 exchange transactions; teaches continuing ed classes for credit to real estate agents & commercial brokers and conducts 1031 exchange presentations for attorneys, CPAs, financial advisors and investors throughout New England.   Jack Creighton is a nationally known real estate expert and DST specialist. 

 

This discussion will focus on how you can exchange a property into something larger or more passive, or both, and own Blue Chip top of the line properties: Run with the Big Dogs even if you’re a Chihuahua!  There is no selling at this event, as always, just a discussion of techniques, pros and cons.  

You will learn: 

  • The 4 different taxes on long term capital gains (yes FOUR!) 
  • The difference between a TIC (Tenant In Common) and a DST (Delaware Statutory Trust) 
  • Why we are not talking about Deferred Sales Trusts (another DST acronym) 
  • The pros and cons of 1031 exchanges and DST’s 
     
  • How to offer an exit strategy to a multi-family seller when you want to buy but he doesn’t want to pay taxes 
  • How to access better bigger and better properties than you might think with the sophisticated investment decision making that insurance companies and pension funds enjoy 

 

Who:  All are welcome 

 

What:  we have the best real estate investing networking in Massachusetts, and the highest percentage of seasoned investors.  No sales pitches, no selling speakers, no multi-level marketing, no memberships.  $10 per person at the door, cash, paypal or credit card 

 

Where:  Garcia Brogan’s, 240 Moody St, Waltham, MA 

 

When:  Tuesday, August 21, 2018 Networking starts at 6PM, program starts at 6:30PM 

Who:  All are welcome

What: We have the best real estate investing networking in Massachusetts, and the highest percentage of seasoned investors.  No sales pitches, no selling speakers, no multi-level marketing, no memberships. $10 per person at the door, cash, PayPal or credit card

When:  Tuesday, Aug. 21, 2018, Networking starts at 6pm, program starts at 6:30pm

Where: Garcia Brogans, 240 Moody Street, Waltham, MA



Networking starts at 6pm
Program starts at 6:30pm




 


 

Next Worcester Meeting
Tues., September 18, 2018


Stay Tuned!
Information Coming Soon!

 


































Who: All are welcome 

What: we have the best real estate investing networking in Massachusetts, and the highest percentage of seasoned investors. No sales pitches, no selling speakers, no multi-level marketing, no memberships. $10 per person at the door, cash, PayPal or credit card 

Where: Leo’s Ristorante, 11 Leo Turo Way, Worcester MA 

When: Tuesday, July 17, 2018 Networking starts at 6PM, program starts at 6:30PM



Networking starts at 6pm
Program starts at 6:30pm







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