5/20/26 Estate Planning Council of Diablo Valley Dinner Meeting @ the Orinda Country Club (Wednesday, May 20, 2026)

Thu, 21 May 2026 01:00:00 GMT

"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*

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

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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