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  • Exit Planning Exchange
Exit Planning Exchange
May
07

XPX Dallas: Deal Structures & Achieving Maximum Payoff After the Sale

Details

Date & Time

Tue, May 7th, 2024 â‹… 8:00am - 9:45am (CDT)

Location

Park City Club: 5956 Sherry Lane, Suite 1700, Dallas, TX 75225

Tickets

Dallas Members
$0.00
Guests

Registrants

24 people attended
MS
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Dallas
Paul Whitley of C-Suite Support is a member of XPX Dallas
BM
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
+19

Most everyone in our XPX Dallas Chapter has been involved in a 1031 exchange, the most common when selling your home and buying a new one. The gain on the initial basis of the property you sold and the taxes owed are deferred if you buy a new home within 6 months of the sale. However, there are more ways to leverage 1031s through simultaneous exchanges, deferred exchanges, reverse exchanges, mineral right purchases, and improvement exchanges that you or your clients may not be aware of and definitely have not taken advantage of. Join us as we listen to Chris Peterson, President of Wealthbuilder 1031, deep-dive into 1031 exchanges. You and your clients will want to take advantage of his advice and experience.

Our Speaker:


Chris Peterson
President
WealthBuilder 1031

Chris Peterson
is a licensed Texas attorney. He speaks regularly to realtors, accountants, attorneys, and title company employees about 1031 exchanges. Chris is known for clearly explaining complex issues in an engaging way so that audience members can remember the key points and communicate them later to their customers. An entrepreneur at heart, Chris also owns Peterson Law Group, a Texas law firm, and has previously been involved in other business interests including a multi-county title company, a community newspaper, commercial real estate, build-to-suit restaurant construction, real estate development, and even chocolate.


Registration Fees: 

This is a private XPX Dallas Member event only.

Free for XPX Dallas members and a FIRST TIME GUEST. (Member referral is required- members (not guest) must email angie@exitplanningexchange to sign up their guest) 

Registration includes a full buffet breakfast plus coffee and juice.

Cancellation Policy: Our event registrations are not transferable/no substitutes from a member to non-member.

Our memberships are not sharable.  Membership benefits are only for the Individual Approved Member, not for other employees of the same firm or company.

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Guests
Registrant lists may take up to 24 hours to update on Events pages.
MS
Morgan Smith
CrossFirst Bank
Kelly Finnell of Executive Financial Services, Inc. is a member of XPX Dallas
Kelly Finnell
Executive Financial Services, Inc.
Paul Whitley of C-Suite Support is a member of XPX Dallas
Paul Whitley
C-Suite Support
BM
Brian Moen
NewLifeCFO
Kim Abmeyer of Abmeyer Wealth Management is a member of XPX Dallas
Kim Cfp® Cfa Abmeyer
Abmeyer Wealth Management
Chris Goade of 360 Consulting is a member of XPX Dallas
Chris Goade
360 Consulting
Daniel Drabinski of Bluecrest FA is a member of XPX Dallas
Daniel Drabinski
Bluecrest FA
Jaime Hochhausen of Perkins Coie is a member of XPX Dallas
Jaime Hochhausen
Chiron Finance
Oliver Cone of Bulkley Capital, LP is a member of XPX Dallas
Oliver Cone
Bulkley Capital, LP
CP
Chris Peterso
WealthBuilder 1031
Jon Rice of Chief Outsiders is a member of XPX Dallas
Jon Rice
Chief Outsiders
SE
Stan Eigenbrodt
Frederic Dorwart, Lawyers PLLC
SH
Shelli Howlett
Strategic Scaling - Business Scaling Method
Mindy Passmore of Maximum Possibilities LLC is a member of XPX Dallas
Mindy Passmore
Maximum Possibilities LLC
Eric Harrison of DBG Advisors is a member of XPX Dallas
Eric Harrison
4Impact Data
CM
Chris McNeill
Blank Rome LLP
Julienna Viegas of B10 Capital is a member of XPX Dallas
Julienna Viegas
B10 Capital
SW
Sarah Waterman
Wealthbuilder 1031
Shei Unger of Simon Quick Advisors is a member of XPX Dallas
Shei Unger
The Northern Trust
AD
Alexis Dowell
RISCH RESULTS
QD
Qlirim Dauti
Raymond James
MW
Mark Wigder
Coats Rose
RO
Rochelle Obrien
Venture Opportunities, LLC
Anna Duncan of Huntington National Bank is a member of XPX Dallas
Anna Duncan
Huntington National Bank