Alternative Investing Mastery Series
Session 21: 1031 Tax Strategies
Wednesday, October 2nd @ 4:00PM Pacific
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Don’t Miss This Session
Learn from some of the biggest names in investing about how you can win with this downturn.
What You’ll Learn In This Session
Tax benefits of 1031 exchanges
Tax implications of selling after a 1031 exchange
Using LLCs and trusts in 1031 exchanges
Avoiding common 1031 pitfalls
Future changes in 1031 exchange regulations
Live Q&A to Give You the Answers You Need
Upcoming Sessions
October 2nd - 1031 Tax Strategies
Date TBD - More to be announced
Meet Your Presenters
Patrick Grimes
CEO/Founder, Passive Investing Mastery: Diversified Litigation Portfolio, Diversified Medical Receivables Portfolio, Recessionary Acquisitions Fund, Recessionary Income Fund, PIM Rapid Lending
Patrick’s portfolio is diversified across energy, litigation finance, medical receivables, commercial lending, and acquisitions, including retail, industrial, and thousands of apartment units. He has developed a range of diversified passive investments focused on growth and cash flow. He speaks on stages nationally, co-authored Amazon #1 best-sellers 'Lesson From Thought Leaders,' and 'Pivotal Leadership,' also an e-book Barnes & Noble #1 Best-Seller, and is a member of the Forbes Business Council, contributing articles on investing and commercial real estate.
For investors who want recession-aware, low-correlation alternatives to traditional markets, Patrick offers four core strategies: (1) PIM’s Diversified Litigation Finance Portfolio, built to provide investors with non-correlated growth by funding a diversified pool of lawsuits through contingency-fee law firms; (2) PIM’s Medical Receivables Portfolio, for investors seeking non-correlated cash flow and growth through financing medical practices’ accounts receivable—billed claims for services already rendered. Patrick also offers two commercial real estate funds, both capitalizing on the downturn in commercial real estate: (3) an Acquisitions Fund, targeting growth through opportunistic property acquisitions, and (4) an Income Fund, targeting stable cash flow through a diversified portfolio of commercial real estate loans.
Patrick holds a BS in Mechanical Engineering and both an MBA and MS in Engineering from San Jose State University. An avid adventurer, he resides in Honolulu, Hawaii.
Panelist: Nicole Green
Tax Consultant, Robert Hall & Associates
Nicole Green holds a Bachelor’s degree in Education and a Master’s degree in Educational Theory. Her passion for learning led her to the tax industry, where she combines her expertise with continuous education in the ever-changing tax landscape. As a federally licensed Enrolled Agent, Nicole has nearly a decade of experience advising, representing, and preparing tax returns for individuals, partnerships, corporations, and other entities with tax-reporting obligations.
Outside of work, Nicole is an avid traveler, having visited all seven continents and over 50 countries. She enjoys exploring new cuisine
Past Session Replays
