From the Ground Up: Investors and Contractors Connect!!

Many real estate investors spend countless hours searching for the “best” tax strategy, but the reality is that there is no one-size-fits-all solution.

The right approach depends on your investment goals, property type, income level, entity structure, financing, estate planning objectives, and long-term wealth strategy. A technique that works exceptionally well for one investor may create unnecessary complexity—or even adverse tax consequences—for another.

This month we’re pleased to welcome CPA and Enrolled Agent Sonya Wong, who will discuss how successful real estate investors evaluate both foundational and advanced planning strategies based on their unique circumstances rather than relying on generic advice.

During this presentation, Sonya will explore topics such as:

• Entity selection and tax planning for real estate investors
• Depreciation, cost segregation, and passive activity considerations
• 1031 exchanges and alternative deferral strategies
• Deferred Sales Trusts (DSTs) and when investors consider them
• Delaware Statutory Trusts (Delaware DSTs) as a potential 1031 exchange option
• Charitable Remainder Trusts (CRTs) and charitable planning concepts
• Dynasty trusts and multigenerational wealth transfer planning
• Self-directed IRAs and Solo 401(k)s for real estate investing
• The “Becoming Your Own Banker” / Infinite Banking strategy and its potential role in a broader financial plan
• Common tax and recordkeeping mistakes investors should avoid
• How to coordinate tax, legal, retirement, and estate planning strategies

Whether you’re purchasing your first investment property or managing a substantial portfolio, this presentation will provide a practical framework for understanding which strategies may be worth exploring further with your own tax and legal advisors.

Schedule:
6:00 pm Pre-Networking (Please order some food and drinks to support our gracious hosts Brewheim)
6:30 pm Introductions
7:00 pm Speaker Information and Q&A
8:00-9:00 pm Networking