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RESERVE YOUR SEAT

As the real estate market changes, different opportunities may become available that could possibly help you increase your cash flow, move into new markets for better appreciation, maximize depreciation deductions, and buy a vacation home!

We focus on helping real estate investors analyze their investment properties, so they may meet their financial objectives quicker in life. By utilizing the IRC 1031 Tax-deferred exchange tool, it may allow you to reposition and build your real estate portfolio while deferring capital gains.

To learn more, register for one of our upcoming Educational Workshops below.

Upcoming Events

 Dates and times not convenient for you? Click below to register for our On-Demand 1031 Webinar!

Register for On-Demand Webinar

November 8, 2024
10:00 AM PST
LIVE WEBINAR

1031 Exchange PRO Workshop Series

As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish. Get answers to the questions you've wondered about!

November 19, 2024
1:00 PM PST
LIVE WEBINAR

Tax Saving Strategies

What We Will Cover:

- Diversification and inflation management - How a Roth conversion may help offset paying taxes on assets

- Strategies to help manage risk by using brick and mortar investments reducing or possibly eliminating your capital gains taxes.

- Cost segregation for accelerated depreciation

- Income and long-term capital preservation

- Steps to take that may help preserve your money from future tax increases

December 6, 2024
11:00 AM PST
LIVE WEBINAR

December Market Update

- Product Overview

- Offerings for 2024

- Financial Tools and Products

December 10, 2024
11:00 AM PST
LIVE WEBINAR

Strategies We Offer

- Tax Strategies

- Managed Accounts

- Alternative Investments

- Low Risk Strategies

- Retirement Planning

- Bangerter Financial Bucket Strategy

- Bangerter Financial Planning Services

December 17, 2024
11:00 AM PST
LIVE WEBINAR

Alternative Investments

Tune in for Jeff Bangerter and guest speaker, Matt Calabrese as they share more about Carter Funds' Aphorio Carter Critical Infrastructure Fund.