July 2023 - BAWB - Bay Area Wealth Builders

July 2023

July 2023

BAWB Regular Monthly Meeting 


6:30 Pm Networking Begins – So Come Early if you can
7:00 Pm the Formal Meeting starts and ends by approx. 9:00 Pm

Thursday July 20th,2023

Understand the Power
of 1031 Exchanges

1031 is section of the IRS Code under exchanging

A tax-deferred exchange allows a property owner to avoid and defer capital gains taxes
Tax-deferred exchanges are an increasingly popular wealth-building tool for
investors and real estate professionals.

It also has many other uses for the savvy real estate practitioner-many not used by others …

Whether you are a Property SELLER or a BUYER; This exchange mechanism is used by some of the most successful real estate investors and can be beneficial in a variety of situations.

At this Meeting – Listen and Learn about:

-Understanding the Time Line requirements involved

-Do’s and Dont’s that you MUST Know that are involved in an exchange

-Who is involved? and What role does each party play and what is expected of them

-Additional 1031 Exchange Requirements- you should know

-How to effectively use what is often called the “Super Tax Break” 121/1031

-Seller Financing and Exchanges

-Understanding Reverse 1031 Exchanges

Don’t Miss this VERY informative meeting and a chance to get all you Questions Addressed

Our Speaker:
Lisa Jackson, a 1031 Specialist

With 30+ years’ experience, Lisa’s clients value her all-encompassing industry knowledge,
her extensive commercial client experience, the importance she places on building lasting relationships and her extraordinary commitment to responsiveness. She’s known for always picking up the phone and getting the deal done. Her capacity for understanding the details, resolving complex deals and overcoming exceptions is unmatched. She’s committed to client customer education and consulting to create new levels of proficiency across the industry.