Chalk Talk: Real Estate Investing & Taxes

Chalk Talk: Real Estate Investing & Taxes

“MainStreet Chalk Talk”

The MainStreet Financial Planning Discussion Club

When: Tuesday 10-17-23 at 7:30pm Eastern; 4:30pm Pacific

~30-45 minutes

Recorded and able to retrieve for one week

How: Zoom Meeting

Free for current clients, $10 for guests

Email us for the recording!

Real Estate Investing & Taxes

 

Hosted by: Vida Jatulis, CFP®

Guest Speaker: Robert Colon, EA, CFP®, CWS®, CRPC®,

Please join MainStreet Financial Planner Vida Jatulis, CFP® and her guest Robert Colon, EA, CFP® for a conversation about taxes and real estate investing.

It seems like everyone is getting into real estate investing these days!  Whether you are looking to get started or already have a portfolio of rental properties, you will want to attend this session!  This is your chance to get your questions answered and deepen your knowledge with a group of like-minded real estate investors.

Some of the topics we’ll discuss:

  • Real Estate Write-Offs and Proper Documentation
  • Depreciation & Depreciation Recapture
  • Pass-Through Deduction
  • Capital Gains: Short vs. Long
  • Exit Strategies
  • Self-Employment & Rental Property

 

Vida Jatulis
Vida Jatulis
vida@mainstreetplanning.com

Vida’s focus is on helping clients prepare for and transition into retirement, addressing the challenges of turning savings into income and making confident Social Security and Medicare decisions. She is passionate about guiding families to navigate retirement with clarity and confidence.

Get Started with Vida

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