Upcoming Events

1031 Exchange Solutions & Investing in Private Placements

A Presentation for Financial Professionals and Accredited Investors

This presentation provides an overview of the IRS Section 1031 Exchange. It also summarizes the concept of ‘like-kind’ real estate, the DST, advantages of owning commercial real estate through fractional ownership, passive income and passive losses, and Substitute 1099 & 1098 reports. Examples of 1031 exchanges are also provided.

October 28, 2025
12:00 PM - 1:30 PM
Flemings
1685 Mt. Diablo Boulevard
Walnut Creek, CA 94596

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October 29, 2025
12:00 PM - 1:30 PM
Ruth Chris
1185 Galleria Boulevard, Suite P-120
Roseville, CA 95678

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October 30, 2025
12:00 PM - 1:30 PM
Willard Hicks
280 E Campbell Ave
Campbell, CA 95008

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Qualified Opportunity Zones (QOZs)

A Webinar for Financial Professionals and Other Professionals

Featured Topics

• Sept 11th 2025 deadline for partnership Schedule K-1 capital gain recognition reinvestments dating back to May 1st, 2024
• An overview of the QOZ Fund Process for the benefit of your clients who have realized a gain
• A summary of how QOZ Funds may potentially provide favorable capital gains tax treatment for investors
• Overview of Fund Terms

September 17, 2025
12:00 PM - 12:30 PM PT

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September 18, 2025
9:30 AM - 10:00 AM PT

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