SLAM: Strategic Lifetime Asset Management

Scott's Seafood Restaurant - Walnut Creek
Contra Costa Room

Real Assets require a strategic lifetime approach to tax management, including a series of tax saving and code compliance documents and initiatives. Please join us for this complimentary seminar to learn more about:

  • Pre-purchase Decisions
  • Cost Segregation
  • Repairs & Maintenance
  • Disposition at Sale

Our Speaker:

Greg GagonGreg Gagon, Principal & Managing Director of Real Property Tax Incentives Company, is a real property consultant and tax professional with over 25 years of experience. His unique practical history in real estate includes tax strategies, municipal entitlements, development incentives, and technical project management. Greg has extensive experience in Cost Segregation and is a student of the many court cases and IRS directives that are the foundation of the tax saving methodology. His work in municipal entitlement and project incentives includes properties with investments up to $300 million. Greg's local government service includes being a Member of the County Planning Commission, County Board of Adjustments, County Committee for a New Form of Government, and Interstate Corridor Planning Committee.

Agenda:

8:30 - Registration, Networking & Continental Breakfast
9:00 - Presentation and Q&A

The Real Estate Advice Series has hosted workshops for thousands of investment real estate professionals and investors since 2009. This complimentary program is made possible by:

RINA accountancy corporation logo      Chicago Deferred Exchange Company

Scott's Seafood Restaurant - Walnut Creek