Wealth Calls

Providing our community of real estate investors & owners with reliable and relevant information in order to make informed & educated decisions in building, protecting, and transferring generational wealth through real estate ownership

October Wealth Call: 1031 Exchange: Tax Tips & Tricks when Selling & Buying

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July Wealth Call: Understanding Ownership Structures: Maximize your assets & Minimize your risks & taxes

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Video Gallery

Stay ahead and learn how to make informed decisions by exploring our wealth call library – featuring relevant and updated videos from local experts in San Diego's dynamic real estate market.

State of our Market: San Diego County

Don't miss this opportunity to gain a deeper understanding of the San Diego County real estate market and learn how to make informed decisions about your property. Whether you're a buyer, seller, or investor, this wealth call is packed with valuable information that can help you navigate the market with confidence.

An Introduction to 1031 Exchange

Learn how to trade your tired rental property & repurpose your equity while deferring ALL STATE & FED TAXES!! Join me as I break down an introduction to 1031 Exchange, a tax-deferred reinvestment strategy. What is a 1031 Exchange? How does a 1031 exchange work? Required IRS guidelines to successfully satisfy exchange requirements and reasons/motivators for why real estate investors use the exchange strategy. BONUS STRATEGY - how to help your child or family member buy a home using a 1031 exchange!

Estate Planning with Real Estate Ownership Structures

Join host Nick Emerson & special guest Rebecca L. Van Loon, JD, LLM Taxation. As we explore different real estate ownership structures used in real estate ownership in order to mitigate creditor risks, minimize your tax liabilities , and maximizing your families assets & generational wealth passed down. An education that will save you hundreds of thousands in taxes and make certain you keep what you earn!

Work With Us

Our unique service always starts with a tiered, four level system, which then allows us to have an open conversation and action plan with the Seller regarding what Sales Strategy we offer, best suits their situation, and the property.