2025 Real Estate Tax Strategies Seminar

Join HKBANC and industry experts for an in-depth seminar on Real Estate Tax Strategies. This event will cover key topics, including 1031 Exchanges, Non-Resident Sales, and Estate, Trust, and Gifting Tax Considerations in Real Estate.

Guest Speakers:

• Brian Rowbotham – Global Tax Consultant | 40+ Years of Tax Expertise | HKBANC Executive Committee Member

• Darius Chan – Founding Partner, CCD Law Group | 18+ Years of Experience | HKBANC 2018-2024 Board Member

  
  

Event Details:

Date: Saturday, March 15, 2025

Time: 10:00 AM

Location: 2501 Mission St, San Francisco, CA 94110

Registration: Please refer to the event flyer for details. Space is limited, so early registration is encouraged.

Hosted By:

• Zara Rowbotham – Vanguard Realtor, Broker, MBA, TV Host

• James Rowbotham – Compass Realtor

  
  

Topics to be Covered:

• Estate and Trust Provisions - Living Trust, Irrevocable Trusts, Tax Basis Issues

• Gifting to Family - Exclusions and Tax Attributes

• Out of State Owners Selling CA Property - Non California Residency Foreign Buyers, Sellers Moving Into or Out of California

• 1031 Requirements - Changing From Personal Property to Rental and Doing a 1031

This seminar provides valuable insights and practical strategies for navigating real estate tax complexities. We look forward to seeing you there!