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Topic

Tax Savings Strategies

Description

As the real estate market changes, different opportunities may become available to help you!

**ACCREDITED INVESTORS ONLY**

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
- Selling low basis assets, that could possibly minimize taxes
- Steps to take that may help preserve your money from future tax increases
- 1031 Exchanges and Opportunity Zone Investments

Time

Mar 23, 2023 11:00 AM in Pacific Time (US and Canada)

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Message preview	Hi there, You are invited to a Zoom webinar. When: Mar 23, 2023 11:00 AM Pacific Time (US and Canada) Topic: Tax Savings Strategies Register in advance for this webinar: https://us02web.zoom.us/webinar/register/WN_46edlXbiRnO5_3UHK9OT8Q After registering, you will receive a confirmation email containing information about joining the webinar. ---------- Webinar Speakers Rikki Foster (Vice President of Brokerage Operations @Bangerter Financial Services, Inc.) Rikki Foster is a fully licensed Financial Advisor at Bangerter Financial Services. Cutting his teeth as a local student/athlete, Rikki attended the University of California, Davis where he earned a Bachelors in Sociology with an emphasis in Organizational Studies. He got his start in business operating a local pool service company maintaining the books, client relationships/acquisitions and the day-to-day servicing of client accounts. During this time, Rikki coached a local 13U travel baseball team and was the strength training coach for a future major league baseball player. It was in these roles that Rikki found his passion in coaching and educating individuals. Rikki holds his Series 7 General Securities Representative and Series 66 Uniform Combined State Law Securities license as well as his life, health, & accident insurance license, and is a California Registered Tax Preparer (CRTP). He was named Five Star Wealth Manager in 2020. Rikki is currently pursuing his CFP credentials.

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