Think Like a Real Estate Investor
Join Us For An Exciting and Informative Full-Day Workshop
MARCH 9, 2019
9am-4pm
Carlisle Inn
3727 Bahia Vista St.
Sarasota, FL 34232
Marc Pelletz
Marc has made millions of dollars in real estate and has helped others to do the same. Involved in real estate for close to four decades, he has been through several real estate cycles and knows how to be successful no matter what the market cycle of the moment. Marc has been inspired and motivated by many real estate experts and masters of motivational philosophy over the years. In the last 10 years Marc has created and grown a real estate company, accumulated over 200 rental properties, and flipped over 100 million dollars of real estate. For more than a decade, Marc has consistently earned a seven-figure income while having more time for family, vacation, and self-improvement. Marc’s portion of this seminar will outline the basics of creating “the life of your dreams”.
George V. Famiglio Jr. CPA, PFS, CFP, CFS, CGMA, Master’s Degree in Taxation
In 1971 George started his tax practice after holding his brokerage license in Pennsylvania. As a third-generation real estate professional, he advises real estate investors ranging from just starting out, to multiple clients who have attained nine figures of real estate assets.
Additionally, George has been admitted to practice before the United States Tax Court, a privilege only a few hundred CPAs in the country have received — less than 0.1%.
George will be discussing:
- New Depreciation Changes favorable to Real Estate
- How to use Cost Segregation Studies to save taxes
- How investing in Opportunity Zones works to save taxes
- What is the most tax efficient way to own Real Estate?
- What are the best ways to invest in Real Estate through your Retirement accounts?
- Other smart strategies to use when investing in Real Estate
Chad Gates, Esq.
Chad has devoted his career to legal issues related to real estate. Chad’s practice focuses on all aspects residential and commercial real estate and business/corporate law. Chad brings a unique perspective to representing investors as he has personally been involved in hundreds of real estate transactions as an investor, partner and lender.
Chad will be discussing two separate topics:
- If you don’t know what the seller is facing how can you help resolve their problem? Why do we as investors want to waste valuable time and energy chasing a property that will never close? Successful investors take the time to research the property before they engage with the Seller. Some of the topics discussed will be: How and why to vet title of property before you engage with a potential seller. How the information you obtain from vetting the title can help you understand what the “Seller needs”. How this information can help you make sure that you have a valid and binding contract. How this information can keep you from wasting time and energy obtaining a contract on property that can never close. What are the required terms of a contract?
- Foreclosure sales can be profitable but they can also cost you a lot of money if you do not know what you are doing. Chad will discuss an overview of the foreclosure process and sales. 1st mortgages, 2nd mortgages and association liens will all be discussed. How to review the foreclosure file and what to look for that can cause you problems. How to use the skills learned in Part 1 and apply them to foreclosure sales.