Juliana Lee - Silicon Valley Real Estate Seminar

Seminar - Tax Update

Taxes dramatically affect your ability to build your wealth. Real estate offers opportunities to reduce your taxes. This seminar co-hosted by David Andrews, CPA (Wong Ewers LLP), has demonstrated his ability to reduce taxes to our team over and over. Come listen, learn, and ask questions.

• Date: Saturday - Feb 14, 2025
• 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

Feb 14, 2026 - Tax Update

Taxes dramatically affect your ability to build your wealth. Real estate offers opportunities to reduce your taxes. This seminar co-hosted by David Andrews, CPA (Wong Ewers LLP), has demonstrated his ability to reduce taxes to our team over and over. Come listen, learn, and ask questions.

Mar 7, 2026 - Insurance

The cost of insurance is significant. Come learn about balancing what insurance provides vs. what it costs. Learn about shopping for insurance.

Apr 4, 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.

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 - Silicon Valley Schools

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.

November ?, 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.