West Sacramento Real Estate Investment Meet Up 04.15.2023

Most investors know, exposure to real estate in a financial portfolio provides opportunities to grow net worth. In America, there are basically two tax systems: one for those in the know, and one for those not in the know. What you don’t know CAN hurt you.

Towerpoint Wealth Management Joseph Eschleman and Associate Wealth Advisor Megan M. Miller recently presented “The 9 Tax Planning Secrets Real Estate Investors Wish They Had Known” to the West Sacramento Real Estate Investment Meet Up group. Here is a recap of the presentation, and the nine tax tips for real estate investors.

Would you like to discuss your specific scenario with us?

Schedule some time with Megan or Joseph!