I had the honor and privilege to be a guest speaker with Rachelle Rayner and the Westchest Real Estate Investors group and Goldstein Property Partners. Description below:
This session we will discuss how to get started in real estate investing even when your “backyard” is too expensive. Guest speaker, Mark Perlberg, Real Estate CPA & Tax Strategist will delve into the benefits of embracing risk and uncertainty along with some tax “hacks” for growing wealth, creating refunds and freeing up capital. Make sure you bring your notebook and a pen, you’re sure to receive tons of knowledge and value.
Key Takeaway
You don't have to choose between your financial goals. Start by taking advantage of available employer benefits, then balance your remaining savings between short-term priorities and long-term financial growth. Keep money needed in the near term in an appropriate low-risk option, and consider the tax implications before using long-term savings.
