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One or Two hour classes dealing with Exit Strategies to sell investment property in a tax advantaged fashion are available at no charge to groups of real estate investors or agents.
2 hours of DRE Consumer Service CE Credits available through the 2 hour lecture. DRE Provider# 4676-1001
Contact Christian Ramsey to schedule a class at 916-797-1020 | |
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Welcome to The Real Estate Strategy Network for Northern California
This Website is intended for moderate to high-level topics and collects articles for professional and semi-professional real estate investors and advisors.
Free Tax Savings Illustrations By Request
If you have an article or report that you would like displayed on this website please contact Christian Ramsey at 916-797-1020.
If you would like to sign up for our monthly newsletter that will inform you of updated articles and case studies contact Christian Ramsey at cramsey@planwelllivewell.com.
2 hours of DRE Consumer Service CE Credits offered through a 2 hour lecture on Exit Strategies. DRE Provider# 4676-1001.
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Sponsored By
 CMRE Consulting, Inc. and Christian Ramsey. Services include Investment Management, Financial Planning, Estate Planning and Gifting Strategies for Real Estate Owners and Business Owners.
Experienced with Investment Management and Estate Planning regarding the following techniques:
Charitable Remainder Trusts (CRIT, CRAT, CRUT, Nim-CRUT) * Charitable Lead Trusts (LIT, CLAT, CLUT) * Family Foundations * Private Annuity Trusts * Installment Sale Trusts * Tenants in Common projects * Irrevocable Life Insurance Trusts * Buy Sell Agreements * Crummey Trusts * Grantor Trusts * Defective Grantor Trusts * Primary Residence Trusts * Offshore Strategies * Captive Insurance Structures * Dynastic Trusts * Special Needs Trusts * 1031 Exchanges * 1042 Exchanges * Premium Finance * Real Estate Exit Strategies * Business Exit Strategies *
Advanced Wealth Management for owners of Property. CMRE Consulting, Inc. & Smith-Mottini Financial Advisors is a Financial Planning and Investment Management firm located in Roseville, CA. Qualified Tax and Legal Advisors are highly recommended to review applicability of any of these techniques
916-797-1020 office |
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Upcoming Classes & Speaking Engagements
Tuesday February 19th 1:00pm to 3:00pm - Financial Title in Folsom CA DRE Class - 2 hours of CE credits offered.
Wednesday March 12th 9:00am to 11:00am - Contra Costa Association of Realtors DRE Class - 2 hours of CE credits offered.
Tuesday April 22nd 9:00am to 11:00am - Oakland Association of Realtors DRE Class - 2 hours of CE credits offered.
Tuesday May 20th 9:00am to 11:00am - Tahoe Sierra Association of Realtors DRE Class - 2 hours of CE credits offered.
Friday June 27th 9:00am to 11:00am - Sacramento Association of Realtors DRE Class - 2 hours of CE credits offered.
Thursday July 17th 1:00pm to 3:00pm - Contra Costa Association of Realtors DRE Class - 2 hours of CE credits offered.
Friday September 19th 9:00am to 12:00pm - Placer County Association of Realtors - 3 hours NON CE class |
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