When

August 28, 2024    
11:00 am - 1:00 pm

Where

Old 300 BBQ
318 4th St, Blanco, TX, 78606
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Many thanks to our great sponsor: Pinnacle Bank, Joe Patterson and Roger Parker

We have a very informative presentation planned for you!  Three of our great affiliate members will be speaking to us!

Jeff Smithermann with Petra Capital Properties will be covering DST’s (Delaware Statutory Trusts), what they are and how we use them.

Wayne Roitsch and Sydney Miller with the Texas 1031 Exchange will cover 1031 Exchanges, current state of capital gains/1031 exchange legislation and DSTs as an alternative or addition to replacement properties.

Wayne H. Roitsch, CES®, President
Certified Exchange Specialist®
Wayne has been a Certified Exchange Specialist® since 2006 and has been facilitating exchanges full time since 2003. Wayne has been active in the Federation of Exchange Accommodators and is currently serves on the CES® Certification Council. While he is also a licensed Texas real estate salesperson, he does not actively list or sell properties but does stay apprised of the latest information in the real estate world. Wayne started his career is production agriculture and agri-business. He graduated from Texas A&M University in 1969.

Sydney A. Miller, CES®, Vice-President
Certified Exchange Specialist®
Sydney became a Certified Exchange Specialist in 2008 and has been facilitating exchanges since 2003. She also holds a Texas real estate salesperson license in order to stay connected in the local and state real estate markets. She does not represent buyers or sellers of real estate but is very active in the Women’s Council of Realtors, local, state, and national chapters. Sydney was named Entrepreneur of the Year in 2012 for the local chapter and Member of the Year in 2008. She was the Women’s Council of Realtors local chapter president in 2011 and currently serves on the New Braunfels Board of Realtors. She received a degree in Education from Texas A&M University –Commerce.

Jeff Smitherman serves as the managing partner of Trusted Capital Partners.  For his full bio, please go to:
https://drive.google.com/file/d/1ipomsTefRVYh4ezjZwhcyoscrotb_GkA/view?usp=sharing