Past Leadership, Legacy & Inspiration Awards™ in San Diego
September 17th, 2015
4:30 pm – 5:30 pm VIP Experience
Check In at 5:00 PM
5:00 – 6:30 pm Registration and Reception
6:30 – 8:30 pm Inspiration Awards Program & Presentations
Hosted:
hors d’oeuvres,
beer
& wine bar,
coffee
& dessert bar
The Sanford Consortium
2880 Torrey Pines Scenic Drive
La Jolla, CA 92037
Leadership Speaker
T. Denny Sanford
Chairman & CEO United National Corporation
Chairman of First Premier Bank
Honorary Trustee of Sanford-Burnham Medical Research Institute
Inside Philanthropy quotes T. Denny Sanford’s motto as,
“Aspire to inspire before you expire.”
Denny Sanford started working at age 8, He has achieved enough personal and financial success in business to land him on the Forbes’ list of wealthiest Americans. Since establishing The Sanford Foundation in 2001, he’s been focusing his energy and work ethic to a different cause: health. His $400 million gift in 2007 to what is now called Sanford Health was the largest ever gift given to an American health care system. Then in September, 2013, he handed UC San Diego $100 million to establish the Sanford Stem Cell Clinical Center.
The impact of Denny Sanford’s legacy in San Diego and our world is undeniable. He ranks in the top 15 on the Chronicle of Philanthropy’s list of America’s Most-Generous Donors. And, he is named to the Business Week Top 50 list of most generous philanthropists in the United States.
Join us as Denny Sanford shares his incredible journey as a leader and philanthropist.
Dr. Alicia Gwynn will present
the Lasting Legacy Award™
Dr. Alicia Gwynn, wife of the late baseball Hall of Famer, Tony Gwynn. organized TAG (Tony and Alicia Gwynn) Foundation in San Diego in 1995. The TAG Foundation is dedicated to creating and supporting programs that enhance opportunities for youth to become healthy, educated, and productive citizens. The Lasting Legacy Award™ was created in 2014 to honor Tony and Alicia Gwynn and others in the future who’s legacy leaves a lasting impact on our community and world.
Be prepared to be inspired!
Join the Center for this spectacular evening as we:
- Connect like minded individuals who want to improve and make a difference in our communities
- Inspire with the stories of people like ourselves who are making a difference
- Challenge each of us to think about how we can use our talents to make a difference
Click here to read the Press Release
Leadership, Legacy & Inspiration Awards™
Wednesday, October 23rd, 2013
Our Leadership, Legacy & Inspiration Awards™ provides an objective, educational forum for exchanging ideas and experiences from “best of class” leaders on the subjects of leadership and legacy.
Leadership Speaker: Garry Ridge, CEO WD-40
Maintaining the legacy of a 59-year-old company is difficult enough, however driving it towards an employee retention rate three times the national average while significantly growing sales is an achievement that deserves much admiration.
For nearly 25 years, including the last 15 as CEO, Garry Ridge has been linked to WD-40, a publicly traded company. Its products are available in 165 countries and the company reported $336.4 million in sales in 2011. The model used in the company through the last 11-12 years has tripled the size of the company and built a culture that’s envied by many.
“We treat people with respect, we honor each other. We’re here to create memories together, we’re here to do good work, we’re here to keep promises,” he said. “That’s why we’re here.”
2012 Leadership, Legacy Seminar™ Series
& the Inspiration Awards
in San Diego
The Center for Wealth & Legacy™
Presents …
“Leadership, Legacy & the Inspiration Awards”
Wednesday, October 24th, 2012
Check In at 5:15 PM
Hors d’oeuvre & Connecting: 5:30 PM to 6:30 PM
Presentations: 6:31 PM to 8:30 PM
AMN Healthcare Conference Facility
12400 High Bluff Drive
San Diego, CA 92130
Our Leadership & Legacy Seminar™ Series provides an objective, educational forum for exchanging ideas and experiences from “best of class” leaders on the subjects of leadership and legacy.
Leadership Speaker
Will Marre
Co-Founder & Former President of the Covey Leadership Institute
Emmy award winning speaker, writer, consultant & global thought leader
Save the World and Still Be Home For Dinner
Will translated the concepts of The 7 Habits of Highly Effective People into powerful leadership courses taught to millions of executives worldwide. Will has been a business leader and consultant for 25 years to world leading companies such as Disney and Procter and Gamble. Now he is on a mission bringing his experience, vision and personal fire to the world to create a future of sustainable abundance. Will is passionately helping organizations improve the quality of their people’s lives and accelerate economic and social improvement throughout the world.
Inspiration Awards™
Master of Ceremonies
Tom Jordan
News Anchor and Reporter
San Diego, CA
Spotlight on Legacy™
San Diego business leaders share their inspirational journey and story of their business success along with their legacy of giving back to our communities and the world
Hosted by:
R.J. Kelly, MSFS, ChFC, IAR
Founder & President
Wealth Legacy Family of Companies©
2012 Leadership, Legacy Seminar™ Series
& the Inspiration Awards
in San Diego
The Center for Wealth & Legacy™
Presents …
“Leadership, Legacy & the Inspiration Awards”
Wednesday, April 25th, 2012
Check In at 5:15 PM
Hors d’oeuvre & Connecting: 5:30 PM to 6:30 PM
Presentations: 6:31 PM to 8:30 PM
AMN Healthcare Conference Facility
12400 High Bluff Drive
San Diego, CA 92130
Our Leadership & Legacy Seminar™ Series provides an objective, educational forum for exchanging ideas and experiences from “best of class” leaders on the subjects of leadership and legacy.
Leadership Speaker
Dr. Kevin Freiberg
Best Selling Author & Global Thought Leader
NUTS! – GUTS! – Nanovation
For over 20 years, Dr. Kevin Freiberg has been profiling revolutionary business leaders in some of the world’s most innovative companies. He has successfully turned those profiles into roadmaps that can help you create revolutionary strategies for growth.
Inspiration Awards™
Master of Ceremonies
Randy Frisch
President & Publisher
The San Diego Business Journal
Spotlight on Legacy™
William (Bill) Geppert
Chair, Our Greater San Diego Vision
Retired, longtime head of Cox Communications
San Diego Civic and Community Leader
Bill Geppert has long been a recognized leader in the San Diego community. He has chaired the board of directors of both the San Diego Regional Chamber of Commerce and the San Diego Regional EDC for two terms. He has also participated in capital campaigns including those to restart the San Diego Symphony, build Junior Achievement’s BizTown, expand the Copley YMCA and The San Diego Foundation’s “Endow San Diego” initiative, which he chaired. Today he is the Chair and passionate about Our Greater San Diego Vision.
Hosted by:
R.J. Kelly, MSFS, ChFC, IAR
Founder & President
Wealth Legacy Family of Companies©
2010-11 Leadership & Legacy Seminar™ Series
in San Diego
The Center for Wealth & Legacy
&
San Diego Social Venture Partners
Present …
“Leadership & Legacy”
Wednesday, October 26th, 2011
Check In at 5:15 PM
Hors d’oeuvre & Connecting: 5:30 PM to 6:30 PM
Presentations: 6:31 PM to 8:31 PM
AMN Healthcare Conference Facility
12400 High Bluff Drive
San Diego, CA 92130
“What does inspirational leadership look like for this
economy and beyond?”
Leadership Speaker
Tom Gehring
CEO/Executive Director
San Diego County Medical Society
Inspiration Awards™
Master of Ceremonies
Armon L. Mills, CPA
Director of Practice Development
J.H. Cohn
Spotlight on Legacy™
Paul Saber
President & CEO
Manna Development Group
Host
R.J. Kelly, MSFS, ChFC, IAR
Founder & President
Wealth Legacy Family of Companies®
Moderator
William L. Exeter
President & CEO
Exeter 1031 Exchange Services LLC
The Center for Wealth & Legacy
&
San Diego Social Venture Partners
Present …
“Innovate or Stagnate”
Wednesday, April 27th, 2011
Check In & Buffet: 3:45 PM to 4:30 PM
Presentation: 4:30 PM to 6:30 PM
AMN Healthcare Conference Facility
12400 High Bluff Drive
San Diego, CA 92130
Another in our “Success & Significance” Seminars, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.
- Is there real innovation in your company – or is it business as usual?
- Do great ideas get diluted or die within your business or organization?
- Are you talked out of great ideas – by yourself or others?
- Are you frustrated with the experience of not seeing needed change happen in your business or organization?
- Does it sometimes seem impossible to generate truly creative ideas in your organization?
- How do you convert those great ideas and insights into profitable results?
Speakers
John N. Handy
President
Red Stilts
John spent 23 years in the toy industry rising to the level of Senior Vice President of Product Design at the world’s largest toy company, Mattel Inc. His experience has made him an expert in creative leadership, synergistic collaboration and “fueling innovation “.
He has a passion for design, has developed the “Red Stilts Process” and shares the power to unleash creativity within organizations and the audiences he speaks to.
Innovation Panel
Dennis Bertken
Co-Founder & President
Life+Gear, Inc.
Scott Hancock
Founder & CEO
The Glue Network
Richard J. Muscio, CPA
Chief Executive Officer
Indevia Accounting
Spotlight on Legacy
Featuring
AmyK Hutchens
Founder & Intelligence Activist
AmyK, Inc.
What do you get when you apply brain-based tools, critical insights and a dose of irreverence to real world challenges? Solutions…and profitable results!
AmyK, speaker, trainer & business strategist, unlocks the secrets to leadership, sales and innovation success. AmyK has delivered over 700 presentations to 20,000+ executives in 7 countries.
The Health of You and Your Business
Tuesday, January 25th, 2011
Check In & Buffet: 3:45 PM to 4:30 PM
Presentation: 4:30 PM to 6:30 PM
San Diego State University
Parma Payne Goodall Alumni Center
1897 Aztec Walk, San Diego, CA 92182
A Wealth & Legacy Series™ Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.
- Health care – why our present system is killing us – and what changes need to be made personally and in the system?
- Estate tax reform – how does it affect you, your business and your family?
- Does it really make a difference where you set up your trust? And, does it matter only for the super rich?
- Learn the secrets of proper trust selection, and protecting your assets & family for generations
Moderator
Richard J. Muscio, CPA
Chief Executive Officer
Indevia Accounting
Speakers
Dr. Richard Perryman, M.D.
Life Strive
It has never been more important for America to improve its health, medical expense and economic trends and it must do so in a sustainable way. All agree on the necessity for decisive action here and our nation’s top accountants give us a meager 20 years before we are consumed by debts that will take generations to re-pay. America already has $35 trillion dollars in unfunded liabilities on account for Medicare alone, equating to $400,000 per U.S. household and our medical expenses are doubling every seven years now.
America’s health, medical expense and economic trends must be shifted favorably, now. The key lies in shifting these trends in America’s workplace, homes and schools and this is done one employee and healthcare consumer at a time.
Alice Rokahr
Vice President, Senior Trust Officer
Wells Fargo Private Bank
Living in California, why create a trust in another state, or even country, and how is it done? What difference does this make with the new estate tax rules signed into law 12/17/2010? The idea of creating a trust outside of CA makes more sense than ever under the new tax rules. A properly created trust is an integral part of your total financial health. It can help you reduce estate taxes, ensure the proper distribution of assets to beneficiaries, assist you in the event that you become incapacitated and safeguard your legacy while preserving your peace of mind. At the heart of it, your personal trust is your legacy and it is essential to preserving and transitioning what you’ve worked so hard to build.
Spotlight on Legacy
Featuring
Susan Snow
Principal
OSAS, Inc.
“Leadership & Legacy” and the “Inspiration Awards”
A Spectacular Evening on September 28, 2010
A Wealth & Legacy Series™ Seminar, bringing objective, unbiased and timely information to help business owners and individuals plan their professional and personal future.
Moderator
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies®
Leadership Guest Speaker
Randy M. Ataide, J.D.
Executive Director – Professor of Entrepreneurship
Fermanian Business & Economic Institute
Point Loma Nazarene University
What are the leadership pitfalls to avoid in the privately held business market in today’s world? And, what are the essentials to embrace in providing authentic, motivational leadership to a business of 5 – 500? Professor Randy Ataide brings considerable business experience to his current position as Professor of Entrepreneurship and Executive Director of the Fermanian Business & Economic Institute. As a previous successful grocer in a very competitive market, Professor Ataide will drill down in the topic of leadership in the privately held business market today.
Spotlight on Legacy
Host
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies®
Featuring
Ken Blanchard
Co-Founder
The Ken Blanchard Companies®
Few people have influenced the day-to-day management of people and companies more than Ken Blanchard. A prominent, sought-after author, speaker, and business consultant, Dr. Blanchard is universally characterized by his friends, colleagues, and clients as one of the most insightful, powerful, and compassionate individuals in business today. Ken is one of the most influential leadership experts in the world and is respected for his years of groundbreaking work in the fields of leadership and management. Read more…
The Center for Wealth & Legacy
Inspiration Awards
The Center for Wealth & Legacy “Inspiration Award”is an opportunity to do two things: recognize those unique individuals in our business community that are positively impacting their world – often without notice or fanfare … and also to advance a unique message – a message of hope and optimism bubbling up every day, every week, every year out of the entrepreneurial business community. Read more…
Emcee
Reo Carr
Editor-in-Chief
San Diego Business Journal
“Increasing The Value of Your People, Company & Legacy”
April 28, 2010
Continental Breakfast and Networking 7:30 AM to 8:00 AM
Speakers 8:00 AM to 10:30 AM
- How can you be strategic in increasing the value of your company?
- Do you have an index that easily measures the value of your company, and do you know the most important components?
- Increasing the value of your company exponentially while decreasing risk
- Creating mid market multiples with a small market company
- Understanding, measuring and maximizing your team performance to increase the market multiple
- What is the “legacy multiple” you are leaving through your business today?
Moderator
Tim Rafalovich
Vice President, Wealth Specialist
Wells Fargo The Private Bank
Speakers
Michael Brainard
Brainard Strategy
Enhance the innovation, operational excellence, profitability, and employee commitment and productivity for your company. Focus on “people,” “processes,” and “the right information” to drive measurable business results.
The Panelists
Tim L. Rhine
Pointebreak Solutions, Inc.
Duane L. Trombly
Pointebreak Solutions, Inc.
Susan Snow
OSAS, Inc.
What’s your company worth? How do you measure the value? Understanding the factors that determine the value of your business is critical to increasing the value.
Spotlight on Legacy
Doug Roberts
Co-Founder
Quatro Composites
Spotlight on Technology
Ben Mason
5 Elements Consulting, Inc
“Just Show Me The Money”
January 27, 2010
7:30 AM to 10:30 AM
- Can ESOP’S be a source of money? Is this an option today? Could this work for you?
- Do Angels really exist (the kind with money) and what will it cost you the business owner?
- When/where does leasing make sense today? What about factoring? Merchant advances?
- What is available today through the government (SBA) for low cost business loans?
- Bottom line: where can you go for capital today if your bank will not or cannot help???
Moderator
John C O’Neill
Partner
Procopio, Cory, Hargreaves & Savitch LLP
Speakers
Anthony L. Mathews
Director
The Beyster Institute at the Rady School of Management UCSD
Most wealth is not in the public market – it is in closely held businesses. How can one access illiquid wealth for business growth, diversify asset holdings, perfect an estate plan without losing the business and at the same time, take your employees on as partners in growth? Hear from a national expert with his finger on the pulse of this often discussed, little understood idea.
Neil Senturia
Chief Executive Officer
U.S. Local News Network
Do financial angels really exist? What are the pluses and minuses of utilizing angels to invest in your company, and what do you give up along the way as a result? Neil is considered the “dean” of angel investing, and has been accused of being a stand-up comedian and entertainer as well!
The Panelists
Pat Burns – Primary Funding
Ted Stearns – Sterling Wealth Strategies
Tage Tracy – TMK & Associates
How to use factoring, merchant advances, leasing, government programs (SBA) and other innovative but largely unknown or under-utilized forms of “synthetic capital” to keep your business growing.
Spotlight On Legacy
Frank Vizcarra
President
Vizcarra Consulting Group
As President of The Vizcarra Consulting Group, Frank Vizcarra works exclusively with CEOs and their management teams to develop stronger and more effective collaborative strategic systems. Growing up in Mexico in extreme poverty and dysfunctional family, Frank’s childhood years would have crushed most individuals. Instead, he grew to become extremely successful in the business world, including as a Senior VP with McDonald’s Corporation. Frank has a wonderful heart to make a difference in the world and especially in the Hispanic community.
“Taxes, Leverage and Leadership”
November 18th, 2009
7:30 AM to 10:30 AM
- What are immediate actions to take before 12/31/09 to save taxes?
- What will estate, income and capital gains taxes look like in 2010 and beyond?
- How can you access global talent to lower costs and increase efficiencies – right now?
- In today’s challenging times, how does an owner provide leadership that inspires confidence and unwavering loyalty in employees, suppliers and customers?
Moderator
R.J. Kelly, MSFS, ChFC, RIA
Founder & President
Wealth Legacy Family of Companies
Speakers
Daniel J. Gatto, CPA
Founding partner, teacher, community activist & “inspirationalist”
Gatto, Pope & Walwick LLP
Twenty-five years after launching his own accounting firm, Dan Gatto remains actively involved as the group’s senior tax specialist. Dan will talk about the actions business owners should be taking NOW before 12/31 to save taxes, and how to plan ahead for tax increases coming in 2010 and beyond. Find out why Dan is frequently the “go to man” for many of the area’s most successful business families.
Richard J. Muscio, CPA
Chief Executive Officer
Indevia Accounting
Frustrated by costs and delays in acquiring critical financial data to run your business? Indevia is an accounting services company with offices in San Diego and Mumbai, India. Learn how they have leveraged global talent to provide “real time” accounting and bookkeeping services to small/medium sized businesses and non-profits to save valuable time and money – and how you can, too!
Edward G. Masters
Executive Consultant
Management Action Programs, Inc.
What does effective and inspirational leadership look like in today’s challenging world? How do business owners inspire the confidence, fierce loyalty and trust from their employees, suppliers and customers? Hear insights from the renowned President and CEO of MAP Consulting, Lee Froschheiser, as he shares from MAP’s experience working with many of the best companies today in America.
Spotlight On Legacy™
Brian Caster
President & CEO
The Caster Companies
Brian R. Caster is the President and CEO of the Caster Companies. He started at the bottom 29 years ago in the family business, and has been leading it for the past 15 years. Under his leadership, the Caster Companies team have grown the business into one of the largest privately owned family self storage companies in America, but the commitment to leadership story doesn’t end there.
Brian and his wife Denise believe that giving of time, talent, touch and treasure is equally important. To that end he is involved in many worthy causes here in San Diego and around the world, and sits on the following boards: Caster Family Charity board; All For God – a youth outreach organization; Nativity Prep School Development Board – an inner-city school. Brian and Denise have been active, too, in the Cursillo Movement within the Catholic Church in San Diego for the past 25 years.
“Success, Succession and Sources of Money”
A Very Special Evening
September 30, 2009 – 5:00 PM to 8:00 PM
University of San Diego
Joan B. Kroc Institute for Peace & Justice, Room C & D
- A Recession Is A Horrible Thing … To Waste: What companies are doing today to find great success despite the economic challenges
- Succession Issues in the Privately Held Business: What makes it a unique challenge?
- Making Your Banker An Advocate – Not An Adversary
Moderator
Carl L. Sheeler, PHD, CBA, AVA
Managing Partner
Allison Appraisals & Assessments, Inc.
Business Valuations, Ltd.
Speakers
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
In spite of the economic challenges today, many business owners are finding opportunity to succeed and prosper. Find out how they’ve been able to add significant value to their businesses during these trying times, and how you can apply this to your business, too. R. J. Kelly, of Wealth Legacy Group, will share ways to not “waste” the recession, but use it as a springboard to greater success.
Phillip L. Jelsma, Esq.
Partner
Luce Forward
Long time Luce, Forward tax partner Phil Jelsma will share with us from his many years of experience in assisting private companies in the areas of succession and exit planning and the unique challenges they face.
Valerie Jacobs, MA, MFT
Owner
Valerie Jacobs Consulting
Valerie Jacobs, MA, MFT is a licensed Family therapist, a business person, a philanthropist and an inheritor. She speaks from experience regarding the effects of wealth on relationships and well being. Along with the technical and tax issues facing private business owners in their exit and succession planning, there are a host of relationship issues (family – partner(s) – heir(s) that are often ignored – to the peril of the unprepared business owner and his/her family.
Teofla Rich
Senior Vice President
Private Banking Manager
Torrey Pines Bank
The recent turbulence in our economy has changed the relationship many business owners have with their bankers. With thirty six years experience in various aspects of banking and as a seasoned Private Banker, Teofla Rich understands the specialized relationships private business owners rely on with the bankers and what they can do today to benefit from and make their bankers an advocate and not an adversary.
Spotlight On Legacy™
Marc McBride
Co-Founder
McBride Electric
Marc McBride, and his brother Mike, have helped to create one of the nation’s leading specialized electrical and information transport (voice, data, video) contracting companies. With a proud heritage since 1950, McBride serves more than 40% of the Fortune 100 through a unique combination of 11 regional branch offices and their “best-of-breed” affiliate organization. Now, having begun their succession of the company, listen to what has worked for them – and where they have taken their lumps over the years. Listen, too, to how they have worked as a family through three generations to give back to their respective communities here and overseas.
“Peace of Mind During Turbulent Times”
April 29, 2009
7:30 AM to 10:30 AM
- Investing in turbulent times: increasing returns while lowering volatility
- Asset protection: Protecting your wealth from ‘in-laws, outlaws, creditors and predators’
- Handling turbulence in the family: Family Councils to resolve conflict and create vision
Moderator
R.J. Kelly, MSFS, ChFC
Founder & President
Wealth Legacy Group
Speakers
Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management
What, if anything, is the appropriate investment strategy during these turbulent times, including investment strategies that provide financial peace of mind, investment opportunities arising from the ashes of a burned out economy, and volatility is a good thing if used properly
Nancy G. Henderson
Partner
Henderson, Caverly, Pum & Charney LLP
Asset Protection planning is not unethical and it is definitely not just for the very rich. For business owners planning with legal steps, not only protects your business from hazards, it protects you and your family, your partners and other co-owners, your employees, your vendors, and your customers.
Barry Graff, Ph.D.
Founder
Family Business Systems
Family-owned and closely held businesses face unique challenges with succession planning, organizational and leadership development, and communication and conflict resolution. Family councils and meetings educate members about the challenges, assist in resolving outstanding issues, and help families communicate effectively.
Spotlight on Legacy
Mike Mellace
CEO and Founder
Mellace Family Brands, and the Mama Cares Foundation
Few products have experienced the success that Mama Mellace’s Old World Treats have seen over the past few years. They have grown from a small San Diego-based retail operation to providing wholesale distribution coast to coast. They have also been doing much in giving back to the less fortunate:…..
“Oceans, Real Estate & the Local Economy”
Wednesday, January 21, 2009
7:30 AM to 10:30 AM
- 2009: is it a time to sit tight, or take action
- How will San Diego’s attractive climate and coastal setting affect long-term real estate values?
- How can applying the ‘Blue Ocean Strategy’ to your business enhance profitability in 2009?
- What does this all mean to me, my clients, my business, and my family?
Moderator
Chris L. Meacham, CPA
President & Chief Executive Officer
Cornerstone Wealth Management
Speakers
Alan Nevin
Director of Economic Research
MarketPointe Realty Advisors
Focus will be on the long range forecast for owning investment real estate in San Diego County. Does it still make sense? Can it still be profitable?
Terry Moore, CCIM
Principal
ACI Commercial Real Estate
The rules have changed – determining fair market value for investment real estate.
Zunaira Munir, Ph.D
Managing Director
STRATEGIZE BLUE
Why traditional competition-based strategies are not enough for sustainable, profitable growth today. And, the strategic logic that lets companies create uncontested marketspace and make competition irrelevant.
Our Economy and Your Taxes
November 19, 2008
7:30 AM to 10:30 AM
- What will estate, income and capital gains taxes look like in 2009?
- Demographic change and how it will affect our California economy and real estate
- Immediate actions to take before 12/31/08 to save taxes
- What does this mean to me – my clients – my business – my family?
Moderator
R.J. Kelly, MSFS
Co-Founder of The Center for Wealth & Legacy Studies
Speakers
Alan Nevin
Director of Economic Research
MarketPointe Realty Advisors
Focusing on the powerful impact that demographic changes have on the U.S. and its relationship to the national economy and real estate in San Diego.
William Exeter
President & Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Exeter Fiduciary Services, LLC
Clarifying the recent changes to Section 121 of the Internal Revenue Code contained within The Housing and Economic Recovery Act of 2008 and the effect it will have on tax-free exclusions from the sale of a primary residence when the property was also held as investment property as well as year-end tax planning in terms ofSection 1031 of the Internal Revenue Code.
William Super, CPA
Senior Tax Manager
Lavine, Lofgren, Morris & Engelberg
Discussing economic and business factors and the likely tax law changes under President-Elect Barack Obama as well as planning opportunities i.e. capital gains tax, income tax, and estate and gift tax as we approach December 31, 2008.