Notice to in-person OCBA meeting and event attendees:
All attendees will be required to follow all California and CDC COVID-19 guidelines then in place.
OCBA Real Estate Law Section Meeting
Structured Installment Sales: A tax Deferral Solution in the Sale of Real Estate or Business
Start Date - End Date
April 22, 2025
12:30 PM - 1:30 PM
Online registration for this event is not available at this time.
To enquire, please contact our membership department at (949) 440.6700 x384
To enquire, please contact our membership department at (949) 440.6700 x384
Advance Registration Required.
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HYBRID MEETING
Speakers:
Traci Kaas
President, Kaas Settlement Consulting
Chad Ettmueller
Senior Vice President, JCR Settlements, LLC.
Structured Installment Sales: A Tax Deferral Solution in the Sale of Real Estate or Business
Structured Installment Sales are a 1031 or DST alternative,
codified in IRS Section 453, offering Sellers of real estate the
opportunity to defer capital gains exposure and
significantly amplify their net sale proceeds by placing any
portion of their sale proceeds into annuity investment
products with leading life insurance companies. With no
associated costs to set up or manage, the product is a vital
solution for real estate professionals to help their clients
create tax efficiencies and maximize their financial futures.
Limited in-person space available. NO WALK-INS.
This program is approved for 1.00 CLE Credit. Attendees must have participated in the program in its entirety to receive MCLE credit.
Cancellations must be received in writing via fax or email three (3) business days prior to meeting date to receive a refund.
Available Functions
Speakers
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