Chalk Talk: Real Estate Investing & Taxes

Posted by Vida Jatulis on Oct 3, 2023

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“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@mainstreetplanning.com

Vida joined our MainStreet Financial Planning team in 2022. She utilizes her life and work experiences to help clients develop an action plan for a vibrant and healthy financial life. Vida is a CERTIFIED FINANCIAL PLANNER™ professional with a Master of Science degree in Investments and over 15 years of experience as a Financial Planner, Wealth Advisor, Pension Consultant, Trust Officer, and Portfolio Manager. In addition, Vida has personal experience with struggling and succeeding to reach milestones such as purchasing a home, putting kids through private school, saving for college, achieving debt free status, saving for retirement, raising a family on a single income and much more.

Get Started with Vida

Chalk Talk: Real Estate Investing & Taxes