Clientele Appreciation Tax Seminar

Clientele Appreciation Tax Seminar

“We not only help our clients with their residential and commercial needs; but also, we offer professional property management, asset allocation, estate planning and other professional services.” We truly care about our clients and we ensure that we are committed to ensure they are taken care; not just through a Real Estate Transaction, but in educating them about the market, investments, etc. In doing so, On October 10, 2017, one of the Top Producing Teams of Keller Williams, the Royal Global Group, hosted their very first Annual Tax Seminar in appreciation for their clients. With special guest speaker Lisa Lu, CPA; she educated our clients the crucial topic of “Tax Issues for Real Estate Owners and Investors” which included

            Tax Benefits

–         Long Term Capital Gains

–         Sale of Principal Home

–         1031 Exchange

–         Basis Step-Up

–         Ownership Types | LLC, Individual, S Corporation, C Corporation

Tax Compliance

–         U.S Withholding Tax

–         Gifts & Estate Tax