About
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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Zhou Agency 周军城市集团
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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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Cathy Tang
Senior Vice President of Loans at American Metro Bank
Cathy has been a commercial lender and a loan portfolio manager for 10+ years. Working at a boutique bank, Cathy is able to approach each loan with personalized attention, common sense, and disciplined creativity. Cathy oversees the entirety of the bank's loan portfolio, with a large concentration of multi-family property and construction/rehab loans. Known throughout the industry for their reliability and expertise, Cathy and her team serve as trusted lending advisors, guiding clients throughout every stage of the lending process, from initial inquiry to closing.
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