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THIS WEEK February 3rd, 2025


"Do what you can, with what you have, where you are." – Theodore Roosevelt


Step-Up in Basis: CA Real Estate Tax Planning

Understanding step-up in basis can help minimize capital gains taxes on inherited property. This deep dive and study guide cover key strategies, from trusts to 1031 exchanges, ensuring you maximize tax benefits. Listen now and access the guide for expert insights!


Update: SD Inspect Now Offers No Upfront Cost Inspections with EscrowFlex

SD Inspect has introduced EscrowFlex, allowing buyers to roll their inspection fees into escrow instead of paying upfront. This helps clients preserve cash and avoid credit card charges during the transaction.

More info available at www.SDinspect.com/escrowflex


This Weeks Schedule:

Monday: February 3rd

Tuesday: February 4th

  • 11:45 AM - Open House Sign Up

  • Noon to 1:00 PM CRE Team Meeting

    • Stat Tracker Review

    • 1031 Exchange Training with Adam Nishikawa

Wednesday: February 5th

  •  9:00 AM to 5:00 PM - KWLJ Quantum Leap Jenni Nguyen & Thomas Baker

    • Get ready to level up before BOLD and Family Reunion! Join Jenni, Thomas, and Scott for Quantum Leap, a powerful course on mindset, purpose, and designing a fulfilling life.

 Thursday: February 6th

  • 10:00 to 11:00 AM - KWLJ ZipForms Template Training with Dawn Kelly

  • 11:00 AM to Noon - KWLJ Book Club: The ONE Thing (Download)

    • Reading: Part 3: p. 72-94. Join us to learn, implement, and achieve success together! Attend in-person at the office or via Zoom

  • Noon to 2:00 PM - KWLJ THRIVE Thursdays! Marketing vs. Prospecting: w/ Seth Robinson

    • Attend in-person at the office or via Zoom

Friday: February 7th

Upcoming Events

Training Resources

 
 
 

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