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Instead of a 1031 Exchange - Try One of These... (live/virtual)

with... Multiple Speaker(s)

a presentation introducing the benefits of deferred trust sales and cost segregation...

Tuesday, December 8, 2020 11:30 AM - 1:00 PM
SLCC, Miller Campus, MFEC #203
9750 South 300 West Sandy, UT 84070

A 1031 Exchange allows you to avoid paying capital gains taxes when you sell an investment property and reinvest the proceeds from the sale within certain time limits in a property or properties of like kind and equal or greater value.  Therefore, this tool frees up more capital to use for investment in the replacement property. 
What a deal!

But, what if you can't do a 1031 Exchange?  Are there other options?  YES!!

At the December Networking Luncheon, we will be discussing two alternatives to a 1031 Exchange.  First we will discuss Deferred Trust Sales with Donal Smith, Professional Partner Member for the Estate Planning Team.  Then, we will discuss Cost Segregation with Erik Oliver, Southwest Regional Manager for Cost Segregation Authority.

During Donal's presentation, he will present the following:

  1. This capital gains tool can save you thousands of dollars
  2. How to make a profit on the money you would have paid to Uncle Sam on the year of the sale
  3. When and how payments can be made to the original owner of the property can flexible
  4. How the process starts

During Erik's presentation, he will present the following:

  1. Tax Benefits of Cost Segregation
  2. The impact of the CARES Act on Cost Segregation
  3. How The New Administration May Impact Cost Segregation

 Donal Smith is the founder and President of A Wise Plan, originally A Wise Insurance Inc since 1997. He provided Health and Life insurance for over 20 years. Upon seeing the financial situations of so many of his clients he expanded into financial services. He now helps his clients with creative solutions to the financial issues facing us with taxes, inflation, and debt.  

Donal is now a member of the Estate Planning Team (EPT). Established in 1999 which provides solution support services to implement estate planning and capital gains deferral strategies for our clients. EPT has over 20 years in business, the Estate Planning Team is the founder and creator of the Deferred Sales Trust™ the ONLY firm that has been fully reviewed by the IRS.

Donal splits his time between his three passions, Finance, Family, and Travel with his wife, Joyce, the proud parents of many investments, 5 children, 15 grandchildren, and two cruising motorcycles. 
E-mail:  awiseplan@gmail.com 
Phone:  801-523-0185

MORE ABOUT ERIK:  Cost Segregation Authority, LLC has been performing cost segregation studies since 1999. Their Cost Segregation experts include CPA's and construction professionals, who are leading experts in their fields. Their cost segregation studies meet and exceed the Internal Revenue Service's (IRS) Audit Techniques Guide. Their experts have been published and presented numerous seminars on cost segregation studies.
Erik himself holds a Bachelor of Applied Science in Accounting from Westminster College. Prior to joining Cost Segregation Authority (CSA), Erik was an operations manager for a multi-million dollar landscaping and design firm in Long Island, NY. Since heading west and joining CSA, Erik has been speaking at local, regional and national events. He brings with him a passion for identifying cost savings and educating commercial real estate owners on the benefits of cost segregation.
E-mail:  erik@costsegauthority.com
Phone: 602-568-0032


REI Title takes our team’s four decades of experience in real estate investing to provided targeted closing and escrow services to real estate investors. From wholesalers to flippers and from landlords to lenders, we review your transaction from every angle. We don’t just close your deal—we protect you and your property. Give us a call to explain how we catch issues that others miss. Welcome home! 
Contact:  Jeff Breglio, Whitney Druce, or Andrea Butler

 (385) 528-1523


For More Info: Contact Rebecca Dearing by calling (801) 647-8862 or by sending an e-mail to rebecca@utahreia.org.

To Pre-Register: Click the blue "Register Now" button at the top of the screen. At this time, one may select on whether to attend this meeting in-person or virtually.  If the selection is to attend virtually - further instructions will be provided.

Print a FREE Guest Pass

Never been to a meeting before? First Time Guests can attend their first meeting for Free with a complimentary Guest Pass.

Date:  Tuesday, December 8, 2020
Time:  11:30 AM - 1:00 PM

SLCC, Miller Campus, MFEC #203
9750 South 300 West
Sandy, UT 84070

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