"Real Estate Whisperer®:
Defer, Reduce or Eliminate Taxes
on the Sale of Highly Appreciated Rental Properties"
Presented by:
Rich Arzaga, CFP®, CCIM
The Real Estate Whisperer® Financial Planning
Presentation Summary
The presentation covers advanced tax-related strategies for real estate property including 1031 exchanges, 1031-721 exchanges, Opportunity Zones, Charitable Remainder Trusts, and tax-qualified oil and gas drilling. Each strategy addresses the challenges of managing significant capital gains and estate tax exposure associated with high-value properties. Through real-world case studies, Rich Arzaga offers actionable insights into preserving wealth and optimizing tax outcomes.
Learning Objectives
About Our Speaker
Rich Arzaga, CFP®, CCIM, is the founder and CEO of The Real Estate Whisperer® Financial Planning, an advice-only firm that specializes in financial planning for people who own rental property and other directly held real estate. He is known for helping clients evaluate buy-sell-hold decisions, tax-reduction strategies for highly appreciated property, real estate succession planning, and rental property cash-flow analysis. Rich has been recognized in publications including The Wall Street Journal, The New York Times, Newsweek, Kiplinger, and the Journal of Financial Planning, and he has taught in the personal financial planning programs at UC Berkeley and UC Santa Cruz.
LOCATION
Orinda Country Club
315 Camino Sobrante, Orinda, CA 94563
Check In, Networking & Cocktail Reception
*CASH ONLY BAR*
Meeting Close Feel Welcome to Stay and Network
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Please note all reservations & cancellations MUST be made no later than 2pm the Monday before the meeting. Refunds will not be granted to cancellations that are received thereafter. All cancellation requests need to be made in writing to EPCDiabloValley@gmail.com
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