I love history- especially exploring the histories of the small towns. Washington, Georgia is one of my favorite small towns to visit with a plethora of civil war stories and beautiful architecture. I speak Spanish and enjoy assisting Latino clients.
Member
Development
404-250-3300
6075 Lake Forrest Drive
Suite 200
Atlanta, GA 30328
Some clients are investors that purchase rental properties that need an extra parking space for the potential couple/renters. Others are first time homebuyers that have post-closing issues based on seller misrepresentations.
Company
Endorsement Letters I've Received
Contribution
Ginny Heugle
Marilyn Awa
Sponsorship
One of my clients is an investor who purchases condos and rents them out. I did a 7-minute presentation on real estate and taxes in a closing and received a FeedForward Card asking about how does a Section 1031 Exchange affect a closing. A Section 1031 Exchange allows a seller to swap one property for another without taxable gain. At that time, my client who is out-of-state was complaining about his taxes. With a little research, I was able to find information on not just Section 1031 Exchanges but also on Reverse Section 1031 Exchanges which would allow my client to purchase a replacement property before he sells a property. I gave a referral to a Section 1031 Exchange expert who had visited my team and my client sent me some new closings.
Referral Trigger Response
