1031 Exchange Wealth Building Strategies & Tax Benefits of Homeownership

Date: September 25, 2017
Time: 9:30 am - 11:00 am
Location:  Show map
MAR Office
40 Mitchell Blvd
San Rafael, CA 94903
United States

Continental breakfast will be provided.

Class Presenters: 
Shanaé Mabrie, VP | Old Republic Exchange
Steve Ghirardo, CPA | Ghirardo CPA


Course Description:

Throughout this seminar, you may learn:

  • How an exchange can benefit you and your clients
  • How to increase your business by understanding wealth building
  • Exchange Basics
  • Recent Updates in 1031 Exchanges
  • Capital Gains Tax Changes
  • When a vacation home can be exchanged
  • Whether or not your clients’ exchange funds are protected
  • How people with high gains on their primary residence can sell and pay no capital gains tax
  • When living in a home for two years is not enough for a homeowner exemption
  • New laws that allow for the expensing of real estate

To schedule the above presentation, or to contact the presenter, Shanaé Mabrie, please call 888-677-1031 or email:

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