Webinar Schedule

Join us for one of our webinars. See why we have been in business for over 40 years. We have decades of experience and knowledge in 1031 Exchanges and Real Estate, Tax Planning, LLC forming, DST’s, Alternative Investments and Opportunity Zones. 
See Webinar Schedule Below.

Sign Up for Our Live 1031 Exchange OR Tax Strategies Zoom Webinars Below

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1031 Exchanges Webinar

As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish.

Get answers to the questions you’ve wondered about!

What We Will Cover:

  • Definition of a 1031 Exchange
  • Hypothetical Property Sale
  • The 1031 Exchange Process and Timeline
  • Properties that qualify for a 1031 Exchange
  • The Role of a Qualified Intermediary
  • Boot – What it is and how to avoid it

Tax Strategies Webinar

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 Strategies

What separates us from the competition? Our Reputation 

Our Events, Our Clients, Our Passion.

We are here to help! See why we have a 100% 5-star rating on Google. (74 Reviews)

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GASTON gives excellent advice AND always makes sure you understand the details regading time, money and taxes.

“Very professional, knowledgeable and client orientated . One of the BEST financial advisors and investment firms which I have dealt with over all these decades that I have been investing. The entire staff is extremely friendly and accommodating.”

“Bangerter is great! I’m getting help with important financial dealings just as if I’m a Big Shot! 😂 Seriously, though, they are informative, professional, and have fun get togethers. I’ve recommended them to many family members and friends.”

These testimonials may not be representative of the experience of other clients. Past performance does not guarantee or indicate the likelihood of future results. These clients were not compensated for their testimonials.