About this Event
Welcome to the InvestNow Social Club event: From Loopholes To Legacy! Join us for an afternoon of networking, learning, and free appetizers at Billy Roy’s Burger Co. on Sun, Apr 06, 2025 at 1:00 PM. Discover how to navigate through financial loopholes and build a lasting legacy for yourself and your loved ones. Don't miss out on this opportunity to learn the tax strategies you can't afford to miss! See you there!
Agenda
🕑: 01:00 PM - 01:30 PM
Networking (Free Appetizers)
🕑: 01:30 PM - 02:30 PM
Trump's New Tax Cuts: Keep More of What You Earn
Host: Tony, The CPA Dude
Info: Topics: 2025 Tax Law Updates, Short Term Rental Loophole, Real Estate Professional Status, Capital Gain Tax
🕑: 02:30 PM - 03:00 PM
1031 Exchange Strategies
Host: Weiming, Excel 1031
Info: Topics: 1031 Exchange Types, Types of Taxes Deferred, Partial Exchanges / Mixed-Use Exchanges
🕑: 03:00 PM - 03:30 PM
Your Guide To Estate Planning
Host: Hannah, Randick O’Dea Tooliatos Vermont & Sargent LLP
Info: Topics: Revocable Trusts, Will, Powers of Attorney
🕑: 03:30 PM - 04:00 PM
FAQ Session
Host: Ted, Sequoia Real Estate (Moderator)
Event Venue & Nearby Stays
Billy Roy’s Burger Co, 3909 Thornton Avenue, Fremont, United States
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