Diversify Your Portfolio with a 1031 Exchange DST

So many in the Bay Area are looking to leave the commercial real estate business for good and finally retire to enjoy their lives without the tenant calls, costly repairs and tracking down rents….but what about the taxes? What are your options?!?

You and a guest are cordially invited to join Eric Heckman, CFP®, President of Heckman Financial & Insurance Services, Inc. for an informative and highly impactful presentation on 1031 Exchanges.

Join us for dinner and:

-Gain insights into the traits of professional practices that have grown a 1031 exchange platform.

-Develop a plan to use the 1031 solution to uniquely position yourself with your networking contacts.

-Receive an overview of an IRS Section 1031 real estate exchange, as well as an overview of why investing in a private placement may be something to consider.

-Learn about the opportunity to provide wealth management solutions through DSTs in a 1031 exchange.

-Gain deeper knowledge on the benefits of Section 1031 exchanges and deferring capital gains tax.

-Learn about the potential advantages of owning commercial real estate through fractional ownership.

10 Reasons to Consider DSTs

• Avoid financing obstacles
• DSTs make great back up properties
• Avoid taxable gains on boot
• No property management headache
• Diversification benefits
• Don’t get sidelined
• Swap til you drop
• Estate Planning Tool
• Quality properties and leverage options
• Low minimums

Accredited Investors only. Must own a residential or commercial rental property to attend. Advanced reservations are required, and seating is limited. Don’t miss out on your opportunity to attend this powerful workshop!

RSVP no later than 4/9/2018. Call/Text 408-297-9800 or email: Jennine@WealthCreator.com

Date: Thursday, April 11th   Time: 12:00 pm

Lunch and Validated Parking will be provided!