About this Event
During this exclusive event, seasoned experts will provide important tips and strategies to help you navigate the evolving real estate investment landscape. Whether you are a new home buyer, seller or an experienced investor,
Learn more about:
- Tax Savings Strategies including the $500,000 primary residence tax exemption,
- mortgage interest deductions for primary residence, second homes, vacation homes
and rental properties, and the benefits of using 1031 Deferred Exchanges to grow
your real estate holdings
- Proven techniques and resources that can enable Buyers and Sellers to understand and optimize results during the different phases of a real estate transaction, including, how to utilize comparable market data/analytics, strategically planned offers, counter offers, disclosures, inspections, contingencies, seller credits and concessions, home warranties and buyer side cash rebates
- Recent changes in the way agents are compensated and the impact to Buyers and Sellers from the significant NAR settlement
- Creative lending options, including jumbo vs. conventional loans, ARMs, interest rate buy-downs, seller financing, home builder incentives, first time buyer down payment assistance programs; parent to child strategies, shared equity programs. Gain an insight on pre-qualifying and qualifying for a loan.
- The nuances of how Escrow works, the importance of reviewing documents, understanding escrow instructions and fee breakdowns.
Moderator and Panelists
Lawrence Chew, Managing Broker and Attorney, RealtyBates,
Kelly Pearl, Counsel, Madison Exchange, LLC
Lisa Villarreal, First American Exchange company
Joanne Wong, First American Title Company
Louie Serpas, Senior Home Mortgage Officer, Diversified Mortgage Group
Elle Wu, Realtor and Attorney, RealtyBates (moderator)
Food and Beverages Generously Sponsored by Skadden and Quyen Ta, Partner.
About CALOBA
The Chinese American Lawyers of the Bay Area (CALOBA) is a 501(c)(6) nonprofit mutual benefit corporation established in 2003 by a group of U.S.-trained and California-licensed Chinese American attorneys in the San Francisco Bay Area. Its initial aim was to connect fellow attorneys and law students with similar backgrounds and cultural interests to support their legal career development. Since then, CALOBA has grown into one of the nation’s largest organizations devoted to legal professionals of Chinese heritage. Our diverse membership is predominantly bilingual and bicultural, with expertise spanning various practice areas, including corporate transactions, securities, intellectual property, litigation, employment, immigration, and public interest.
CALOBA hosts continuing legal education events, workshops, and networking activities for attorneys and law students. We provide community services, co-host events with other legal and non-legal organizations on current legal, social, and economic issues that concern our members and the broader Asian American community and publicize important societal matters.
Event Venue & Nearby Stays
Foley & Lardner LLP, 525 University Avenue, Palo Alto, United States
USD 0.00
