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Events

How To Get A Tax-Free Transfer On Your Investment Properties

Date: October 11, 2022

Time: 12:00 - 1:00 pm or 6:30-7:30 pm

Location: Springhill Suites Atascadero, 900 El Camino Real, Atascadero, CA 93422

Description:

Rothman Investment Management invites you to an educational seminar on how to get a tax-free transfer on your investment properties. We will discuss 1031 Exchanges. We will also introduce Delaware Statutory Trusts (DSTs) as one potential tool to facilitate 1031 Exchanges.  If you would like more information on DSTs prior to the event you may read our article here.

The cost is free, but registration is required for either event time.  A choice of sandwiches or salad will be served at the lunch session and a fiesta buffet will be provided at the dinner session.  This event is intended to be educational and is not sales focused. People who are interested in learning more about anything presented can set up a one-on-one meeting.

Zach Plahn, Vice President for ExchangeRight will be our featured speaker.

More information about ExchangeRight can be found at https://www.exchangeright.com/

Signup Here - Lunch

Signup Here - Dinner

If you experience difficulty registering, please email jake@rothmaninvest.com with your information, or use the Contact Us feature on the website to give us your information.  Thank you for your understanding.