As members of the Keller Williams Real Estate Planner Community, Andy and Jodi help clients create a proactive plan that protects the most valuable wealth assets they own: their real estate holdings.
Andy said this event will be beneficial to individuals with multiple properties who are concerned about capital gains taxes, educating them and helping them make a plan to transfer their wealth.
“Our society is more reactive than proactive,” he said. “We are on a mission to make sure that there is a plan in place before someone is gone.”
Why you should attend:
Expert insights: Gain invaluable knowledge from Dan Ihara, the nation’s leading and renowned real estate planning expert. You’ll learn how to navigate the complexities of real estate planning and wealth transfer. Dan has nearly 20 years of experience in this subject and has sold over a billion dollars in real estate, all the while being a true fiduciary to his clients by saving them millions in capital gains tax liabilities.
He’ll help you to understand how to capitalize on the full potential of your investment holdings, pre-determine your heirs’ inheritances, and transfer property without burdening them with tax liabilities and long legal disputes.
Proactive planning approach: “Our mission is to ensure there’s a plan in place before it becomes too late for someone to make those choices for themselves,” Andy said. “We want to help you be proactive, not reactive when bad comes knocking on your door. And it will come knocking one day.”
Discover the tools and strategies that can help you plan and avoid common pitfalls.
Education on key tools: Learn about 1031 Exchanges and Delaware Statutory Trusts [DST’s], and how these little-known tools can help you maximize your real estate investments and ensure smooth transitions. Dan Ihara will break down these complex topics into easy-to-understand concepts to help you plan for the future and beyond.
Comprehensive support: From working with Trust & Probate Attorneys, Financial Planners, life transition specialists, move managers, estate sale companies, property cleanouts, and remodelers, Your Real Estate Planners Group has developed a network of trusted partners to support you through every step of the real estate process.
“We have the knowledge, training, and experience to help you,” Andy said. “Whether it’s dealing with someone realizing they want to sell their entire real estate holdings because of it being too much or the dreaded Terrible T’s [Tenants, Trash, Toilets, Termites, or all the other Things that go along with being a property manager]. Or from the loss of a loved one and helping to walk them through the probate process to ensure a property is market-ready, we’re equipped to handle it all.”
Event highlights:
Personal stories and successes: Hear real-life stories and successes of individuals just like you who have benefited from proactive real estate planning. Get inspired and see the real impact of having a solid plan in place. This event will be life-changing for those who choose to take action.
Interactive Q&A session: Have your questions answered by the experts. This is your chance to get personalized advice and clarity on your unique situation.
Free dinner and networking: Enjoy a delicious dinner with us and network with like-minded individuals. Share experiences and learn from others in the community.
Don’t miss this amazing opportunity to gain the knowledge and resources you need to tackle the often daunting tasks of real estate planning. Whether you have multiple properties or are concerned about capital gains taxes, this seminar is designed to help you create a proactive plan for the future.
Attendees will leave the seminar equipped with valuable knowledge and resources, ready to tackle the often daunting tasks associated with estate planning.
The event will be at the Keller Williams Southwest Market Center, located at 1801 South Mopac, Austin. The doors open at 6 p.m. and the seminar will begin at 6:30 p.m. For more information or to register, visit our website. You can also check out our event video for a sneak peek at what you’ll learn.
The above story was produced by Multi-platform Journalist Mary Katherine Shapiro with Community Impact’s Storytelling team with information solely provided by the local business as part of their “sponsored content” purchase through our advertising team.