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• 5/20/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club

  • When
    Wednesday, May 20, 2026
  •  
    6:00 PM - 8:00 PM
  • Location
    Orinda Country Club 315 Camino Sobrante, Orinda, CA 94563
  • Registered
    42 registrants

  Register

  

  "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

  • Participants will learn the primary tax-advantaged strategies available for highly appreciated real estate.
  • Participants will learn how each strategy may help mitigate capital gains and estate tax exposure.
  • Participants will learn how these strategies can be applied in practice through case-based planning examples.

  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. 
  

  
  

  A SPECIAL THANKS TO OUR SPONSOR

  

  
  

  
  

  Matthew E. Brady 

  Managing Director

  Market Executive, Silicon Valley/East Bay

  650.849.2160

  matthew.e.brady@bofa.com 

  
  

  
  

  
  

  LOCATION

  Orinda Country Club

  315 Camino Sobrante, Orinda, CA 94563 

  
  

  6:00 PM	Check In, Networking & Cocktail Reception  *CASH ONLY BAR*
  6:30 PM	Sit Down Plated Dinner
  6:45 PM	Welcome & Announcements
  7:00 PM	Speaker Presentation
  8:00 PM	Meeting Close Feel Welcome to Stay and Network

  _______________

  
  

  Member Registration (through 5/18)	$95 / ($105 after 5/18)
  Guest Registration (through 5/18)	$115 / ($125 after 5/18)

  _______________
  

  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

  
  

  JOIN EPCDV TODAY!

  RENEW YOUR MEMBERSHIP NOW

  BECOME A SPONSOR/PARTNER

  

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• 6/3/26 EPCDV Networking Event

  • When
    Wednesday, June 03, 2026
  •  
    4:00 PM - 6:00 PM
  • Location
    3420 Mt Diablo Blvd, Lafayette, CA 94549
  • Spaces left
    58
  • Registered
    2 registrants

  Register

  T: (925) 778-1165   |   www.epcdv.org  |   E: EPCDiabloValley@gmail.com Complimentary Networking Event @ Headlands Brewery  Wednesday, June 3, 2026 4pm to 6pm Join EPCDV for a complimentary networking event at Headlands Brewery in Lafayette, CA. *There is no cost to attend. Members will be provided 1 complimentary drink ticket.* A SPECIAL THANKS TO OUR EVENT SPONSOR David Little, Attorney dlittle@donahue.com 510.544.4704 BECOME AN EPCDV MEMBER TODAY RENEW YOUR MEMBERSHIP TODAY BECOME A SPONSOR/PARTNER CLICK HERE TO VIEW ALL OF OUR UPCOMING EVENTS Estate Planning Council Diablo Valley | EPCDV.org

  
  

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