Juliana Lee - Silicon Valley Real Estate Seminar

Seminar - 1031 Exchanges

1031 Exchanges are a powerful way to postpone or even avoid paying capital gains income tax when you sell your home. It is not complicated but deadlines have to be met and money can not be touched or the exchange will fail. We've seen too many instances of home owners being given false advice. Ruth Benjamin of Financial Tax Strategies is our cohost. Ruth has over 30 years of experience.

• Date: Saturday - May 9, 2026
• Time: 11am-12pm
• Location: Cubberley Community Center Room U-7, 4000 Middlefield Rd, Palo Alto, CA 94303
• Please RSVP: 650-857-1000 or use the form below.

Upcoming Webinar/Seminars

May 9, 2026 - 1031 Exchanges

1031 Exchanges are often a key aspect of buying or selling real estate because of the impact they can have on taxes. They aren't difficult but time limits have to be met, how the property is used is decisive, and records have to be kept. Come learn about what a 1031 exchange can do for you and what has to be done.

Aug 8, 2026 - Estate Planning

Estate planning isn't just deciding how to transfer your assets after you die, it includes incapacity planning, guardianship, tax reduction, expense reduction, etc. Good estate planning will give you peace of mind and provide clarity to others about what you want. It helps you get what you want rather than having someone else deciding for you.

Dec 5, 2026 - Silicon Valley Real Estate Trends

JulianaLee.com provides you with an overwhelming number of charts. With understanding, you can judge if recent news is misleading, what factors are leading to price changes, and how to evaluate your own specific needs and opportunities.