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Program Description:
Living in an expensive real estate market like the Bay Area typically means holding a large percentage of one's net worth in real estate. This could lead to situations of under-performing equity in both single family residences and investment properties. In this meeting, you will hear from an experienced real estate advisor on how he analyzes the performance of his client’s real estate assets. In addition, you will learn how a 1031 tax deferred exchange can significantly increase rental income and investment returns. You will also learn how the modern-day stockbroker (the Realtor) could be hurting investor returns with their transaction-based relationship. We will review case studies that illustrate how some clients are owning the wrong type of properties (income vs. appreciation) for their financial goals and phase in life. Lastly, you will learn how to utilize the homeowner’s exemption (IRC Section 121) and the 1031 Exchange to optimize tax efficiency and produce income from a Primary Residence.
Continental breakfast will be provided.
Speaker's Bio:
Scott Fong, SIFF Investment Services
Scott Fong started SIFF Investment Services almost 20 years ago. As a former Financial Planner, he realized that there needed to be a more objective real estate advisor other than transaction-based Realtors. He advises owners of both residential and commercial investment properties on how to maximize their returns based on their risk profile, investment goals, and financial needs. Scott specializes in consulting clients who are considering a 1031 Exchange. He has worked with investors on properties ranging from single family homes, land, multi-unit apartments, warehouses, and retail space. Scott has a degree in Economics from the University of California at Davis. He speaks on a regular basis to Financial Planning and CPA firms around the Bay Area. Scott resides in San Francisco with his wife and 7-year-old daughter.
Meeting Agenda:
8:00 am - 8:30 am - Registration & Networking
8:30 am - 8:45 am - Chapter, Sponsor Announcements & Continental Breakfast
8:45 am - 10:00 am - Presentation and Q & A
10:00 am - Program Closes
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Members |
Non-Members |
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Early Bird Registration
(Ends August 9, 2019)
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$40 |
$55 |
| Regular Registration (After August 9, 2019) |
$60 |
$75 |
You may still register online after August 9, 2019, however, you will be charged the Regular Registration price; online registration closes at midnight, August 11, 2019.
*This topic has been approved by the CFP Board for 1.5 hours of CE credit.
GOLDEN GATE UNIVERSITY - DIRECTIONS & PARKING INFORMATION
BY CAR
From the North
Golden Gate Bridge/Highway 101 south to Van Ness Avenue. Turn left on Bush Street, cross Market Street to First Street. Proceed one block to Mission Street. Turn right on Mission Street and proceed one-half block to 536 Mission Street.
From the South
Highway 101 to I-80 north (Bay Bridge/Downtown) to Fourth Street exit. Proceed one block on Bryant Street, turn left on Third Street, turn right on Mission Street and proceed two blocks to 536 Mission Street.
From the East
Bay Bridge west to the Fremont Street exit. Turn left on Fremont, then left on Mission Street and proceed one block to 536 Mission Street.
PARKING
Golden Gate University does not have a dedicated parking lot for visitors. It is recommended visitors to the SF Campus at 536 Mission Street view parking availability in the downtown area through the website sanfrancisco.bestparking.com.
Search for garages on/near Mission Street between First and Second Streets.
Examples:
1. SP PLUS at 100 First Street
2. Towne Park at 85 Second Street
3. ABM at 101 Second Street
4. SP PLUS at 555 Mission Street
PUBLIC TRANSIT
From BART & SF Muni Metro Underground
From Montgomery Street Station, walk south from Market Street to 536 Mission Street, midway between First and Second Streets.
From The Transbay Terminal
One block from the terminal at First and Mission Streets.
From The CalTrain Depot
From Fourth and Townsend Streets, take the #10 Townsend bus to Fremont and Mission Streets. Walk left on Mission Street 1-1/2 blocks or take the N-Judah Muni streetcar line to Montgomery Station, walk south from Market Street to 536 Mission Street.
Lisa Aliferis is the founding editor of KQED's State of Health blog. Since 2011, she's been writing stories and editing them for the site. Before taking up blogging, she toiled for many years producing health stories for television, including Dateline NBC and San Francisco's CBS affiliate, KPIX-TV. She also wrote a practical guide on the affordable care act titled Obamacare Explained - A Guide for Californians, produced by KQED News and The California Report. You can follow her on Twitter: @laliferis |
