About
Dear Friends,

1031 Exchange is one of the most powerful tools a Real Estate Investor can use to defer taxes on Capital Gains. If used together with Step-Up basis tax code, you never have to pay taxes on any of the capital gains from real estate investment. There is no geological restriction and property type restriction as long as the real property is located in the US. Moreover, no restrictions on the number of properties to relinquish or acquire!

In our third webinar of the “Real Estate Investment Tax Optimization” webinar series, Zhou Agency would deep dive into this powerful tool and help you discover actionable strategies on your real estate investment using 1031 Exchange. Our guest speaker will also share her real-life rich experience in 1031 Exchange.

Please join our 3rd webinar in the series: “How to Use 1031 Exchange to Grow Your Real Estate Portfolio Without Paying Uncle Sam a Dime?”

Webinar Language: English
WEBINAR ENDED
Agenda
  • What is a 1031 Exchange?
  • What are the requirements?
  • Why do people conduct 1031?
  • Is there any reason not to do 1031?
  • How do I access the equity I accumulated in the property if I 1031 exchange?
  • For people who would like to exit active real estate management, is there any passive investment tool that they can 1031 into?
Presenters
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Justine Zhou
CEO of Zhou Agency
As a one-of-a-kind CPA who also excels in real estate investment, retirement planning and insurance, Justine was once given the nickname of "The Renaissance Woman", meaning " a woman who can do all things if she will." In spite of her seniority, Justine is a very approachable professional who genuinely cares about each individual and business' needs and finding them solutions that best fit their unique situation.
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Limei Yang
Real Estate Investor
Limei Yang began her career as a full-time real estate investor since 2009 when she and her husband moved to Portland Oregon. Since then she has engaged in numerous real estate transactions: mobile home parks, flips, multifamily and residential properties. Currently she serves as a member of the Northwest REIA board. It has been an honor to serve as the host of “Financial Freedom for Women” for the last 8 years, a seminar series specifically designed to meet the needs of women who seek financial independence for themselves and their families. Today she is in the process of expanding her geographic range of investments and has obtained a rich experience in 1031 exchanges.
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