You own investment property in the mountains or elsewhere and want to understand exit strategies that optimize for taxes.

You own investment property and have not recently evaluated its cash flow against current market value.

You would like to to someday own investment property and want to learn about the whole picture

Want to consider charitable giving as part of a real estate plan

Want to disentangle partners from an LLC that owns real estate

Work in a profession that consults people on taxes, finances, or estate planning

 

Featuring national speakers who offer a clear concise plan for second home and investment property owners to sell their real estate and avoid capital gains without buying a replacement property.

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Ross Rubin

Ross Rubin earned his MBA from University of North Carolina, Chapel Hill and his undergraduate degree in Finance from the University of Florida. Ross resides in the suburbs of Philadelphia with his wife and two daughters.

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Peter May, JD, LLM, CFP

Peter JD, LLM, CFP received a BS in accounting from St. Louis University, a JD from Capital University Law School, and an LLM in taxation from Villanova University School of Law.  He passed the Uniform CPA Examination and the NASD Series 7.

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Laura Karden

Laura Karden, the former owner of the Keller Williams office in Frisco, CO, boasts 20 years of experience in the industry. As a multi-millionaire investment property owner with national and international investing experience, her financial prowess and sophisticated knowledge of tax-advantaged strategies set her apart. With a knack for deep listening and an unwavering commitment to her clients, Laura ensures their needs are met with unwavering precision. Her love for the mountains is evident in her active pursuits, from snowboarding to mountain biking, where she finds solace and inspiration.

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Will Rawstron

Will is a dedicated learner and clients immediately understand that they are speaking with a highly competent and knowledgeable professional. His attention to detail provides his clients with unique real estate insights. He maintains a calm demeanor that gives him a solid edge when negotiating. People are naturally attracted to Will’s partnership style of leadership, and he serves the real estate community in his role of employing broker at KW Mountain Properties where he mentors and coaches over 60 agents. Will is a world class mountain athlete and enjoys Nordic skiing, mountain biking, and white water kayaking.