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


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

Jun 15, 2023 10:00 AM in Pacific Time (US and Canada)

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Jeffrey Bangerter
President & Financial Coach @Bangerter Financial Services, Inc.
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement. Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License. We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care.