Tue
May 21
Corporate Alliance of San Diego
9450 Towne Centre Drive
San Diego, CA
12:00 PM
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Thu
May 23
Corporate Alliance of San Diego
9450 Towne Centre Drive
San Diego, CA
4:30 PM
Map
Sat
May 25
Corporate Alliance of San Diego
9450 Towne Centre Drive
San Diego, CA
8:30 AM
Map

What You'll Learn

Become informed on how Qualified Opportunity Zones (QOZ) can accept the capital gains portion on the sale of any appreciated asset and defer the taxes for seven years, obtain a 15% tax discount and sell the QOZ Asset after ten years and pay no taxes.
See how an Employee Stock Ownership Plan (ESOP) can be used to divorce the IRS from your corporate profits, as well as achieving the tax free sale of your business enterprise.
Learn how a Tax Exempt Trust can eliminate ALL taxes on the sale of a business, real estate or any highly appreciated asset and provide Lifetime Income, as well as an upfront tax deduction.
Find out how a Delaware Statutory Trust (DST) can accomplish a tax free 1031 Exchange of highly appreciated real estate into a professionally managed real estate portfolio that relieves you of ALL management responsibilities.

Featured Speaker

John A. House, ChFC, CEPA
MasterTech Financial

John is the President and CEO of MasterTech Financial Advisors, Inc., a financial services firm that helps individuals, accumulate, protect and preserve assets while minimizing income and estate taxes. John is registered to practice in fifteen states and shares his knowledge through private appointments, seminars and special engagements nationwide.

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