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Tax & Asset Protection

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Feb 02

Tax & Asset Protection

Don't give your commissions to the IRS, leverage Tax Efficiency Strategies!

By Eva Melgarejo, Home Loan Genie at New American Funding

When and where

Date and time

Thu, February 2, 2023, 12:00 PM – 2:00 PM PST

Location

14511 Myford Rd 14511 Myford Road Tustin, CA 92780

Map and directions

How to get there

About this event

Join us and learn how to leverage corporation taxation and trusts to run an efficient Real Estate business.

Topics to cover:

*Top tax and asset protection strategies

*How to leverage your trust for efficiencies

*What is the best entity for your real estate business and portfolio

Presented by: Sergio Jimenez, Attorney at Law. Sergio is the Founder and CEO of Jimenez Wealth Legal Advisors, PC. Prior to opening the frim, Sergio was an advance planning attorney for a fortune 60 company and one of the largest insurance companies in the United States.

Guest Speaker: Felix Duarte, VP, Ticor Title

Felix Duarte is Vice President at Ticor Title, one of the leading title insurance companies in Southern California. With a proven track record of achievement and leadership spanning over 20 years, Felix is widely considered one of the most successful and influential industry professionals in Southern California. Along with a stellar pedigree, including undergraduate and graduate degrees from USC, an unrelenting work ethic, and a value-centric approach to partnership building, Felix is a true asset to all of his colleagues and business partners.

Tags

  • United States Events
  • California Events
  • Things to do in Tustin, CA
  • Tustin Classes
  • Tustin Business Classes
  • #real_estate
  • #real_estate_education
  • #realtor_training
  • #mortgage_advice
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Tax & Asset Protection


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Eva Melgarejo, Home Loan Genie at New American Funding

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