A live panel on financing, 1031 exchanges, tax strategy, property management, and long term wealth planning. Real examples, live Q&A, and a clear picture before your next move.
Each panelist takes the step they know best as we follow one couple from their first question to their next property, mistakes included.
Licensed since 2006, Shayna advises homeowners and investors across Orange County and Los Angeles from the perspective of both transaction strategist and active investor. Her focus is helping clients approach real estate as a wealth building platform rather than a single transaction.
Joshua Boulware is a Vice President of Wealth Management at Raymond James. Before moving into wealth management in 2015, he coached college football at Florida State University and the University of Louisiana at Monroe. Today he works with business owners, executives, high-income professionals, and families, coordinating with their attorneys and tax professionals so investments, real estate, taxes, protection, and legacy planning work together as one strategy.
With more than 25 years of experience in banking and lending, Tara Gallichio brings extensive knowledge and expertise to every client she serves. She understands that every borrower’s needs are unique and is committed to finding financial solutions that fit their goals and budget. Whether purchasing a primary home, vacation property, investment property, remodeling, or refinancing, Tara provides personalized guidance and exceptional service to help her clients navigate the lending process with confidence to achieve their homeownership plans.
Franck Bideau is Vice President of Exchange Resources, Inc., one of the largest national independent accommodators in the United States, with more than 60,000 exchanges completed since 1999. He specializes in all types of 1031 exchanges and guides investment property owners and real estate professionals through them. His team leads 1031 workshops for the California Department of Real Estate, the Escrow Association, CPA and EA associations, the California Bar Association, brokerages, and financial planners.
Hadieh and Dallas are a husband and wife team specializing in property management throughout Southern California. With nearly a decade of hands-on experience managing communities, residents, vendors, operations, and the financial side of property ownership, they bring a practical, real world perspective to managing and protecting real estate assets. As licensed real estate agents as well, they understand the full picture of property ownership, but their true niche is helping owners successfully navigate the day to day and maximize the value of their investment.
Ray Simmons is the founder and principal of Exchange Planning Corporation, a firm that focuses only on the tax side of 1031 exchanges. Most rental owners hold property for years, so many tax professionals rarely see an exchange. Ray built EPC to fill the gap between the Qualified Intermediary’s closing and the CPA filing the return. His team prepares CPA-ready exchange documentation, optimizes depreciation, reviews past exchanges for missed deductions, and stands behind the exchanges they document if the IRS asks questions. EPC brings more than 40 years of combined experience in 1031 exchanges and real estate taxation.
The Investor Access Pass is $49, or complimentary with a panelist access code. Your Zoom link arrives by email after you register.
One expert panel, one clear flow, and a live deal walkthrough. We start at 6:00 PM PT and end on time.