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Tax & Asset Protection
Don't give your commissions to the IRS, leverage Tax Efficiency Strategies!
When and where
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Location
14511 Myford Rd 14511 Myford Road Tustin, CA 92780
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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.