Date: Aug. 13, 2024
Time: 9 – 10 a.m. PT
Join us on Tuesday, August 13, at 9 a.m. for a discussion on how real estate and 1031s can provide a key opportunity to enhance your client relationships. We will discuss the tax deferral nature of 1031s and their importance to tax/estate planning as well as how this strategy can be used to transform your relationships with high-net-worth clients from transactional to strategic.
The principles at Silver Poral Capital work hand-in-hand with CPAs and their clients to provide high touch, highly customized 1031 strategies. We bring in-depth understanding of real estate and unique exchange options, with the goal of optimizing your client’s goals and enhancing your position as a trusted financial advisor.
We bring to our CPA relationships:
· Sponsor-agnostic solutions.
· Alignment of interests.
· Objective real estate research and advice.
· Customized reinvestment strategies.
Hosted by Jon Haahr and Jonny Haahr of Silver Portal Capital, www.silverportalcapital.com/
Zoom Call-in Information
Join Zoom Meeting
https://calcpa-org.zoom.us/j/4015805741?omn=88166493952
Meeting ID: 401 580 5741
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K3060724
Virtual
All CalCPA members and non-members.