The Power of Real Estate
Ray Lucia, CFP & TV Personality, is TERI's National Spokesperson for the Power of Real Estate
Ray Lucia is not your average financial advisor. He is an accomplished money man whose intelligent input and charismatic nature has helped make him one of the nation's leading experts in the fiscal world of financial, tax, and retirement planning... not to mention he's a best-selling author, an engaging radio and TV personality, a highly sought after public speaker, and CERTIFIED FINANCIAL PLANNER™ practitioner.
Press Release Announcing Ray Lucia as TERI's new National Spokesperson for the Power of Real Estate
Cheryl Kilmer is founder and CEO of Training, Education & Research Institute (TERI)
Cheryl Kilmer founded TERI, a nonprofit organization that serves to make a positive difference in the lives of individuals with developmental disabilities. The agency’s goal has been to raise the quality of life and supports available to a population that has been traditionally underserved.
The Power of Real Estate Committee Members:
Bob Pollinger, Del Mar Financial Partners, Inc.
Carlos Saenz, Capital Bank
Jeffery Stites, Coseo Properties, Inc.
Joseph Stine, Attorney at Law/ Mediator
Joseph Strazzeri, Law Firm of Strazzeri Mancini, LLP
Kerry Ross, CA Bank & Trust
Lynda Sands, Asset Sentry, ALC
Mark Zimmerman, Merrill Lynch
Michael Lyon, Procopio
Michael Page, Tax Attorney
Ron Temko, Residential Mortgage Broker
Ross Provenzano, Provenzano Resources
Shelley Lightfoot, Southern California Institute
Steve Rodgers, Real Livng LIFESYTLES
Torran Nixon, CA Bank & Trust
Lynda Sands
Attorney at Law
SLASH Your Client’s Capital Gain Tax to Zero with TERI’s Real Estate Power Program!
Don’t wait until the real estate market improves to improve your client’s real estate situation.
There’s nothing worse than reading yet another article about how gloomy the California and the U.S. real estate markets are. The Wall Street Journal reports that early in 2011, 27% of homes are underwater and we know it’s quite a bit higher in California. But that means over 70% of homes are not underwater! In fact about 1/3 of homes in the U.S. are held free and clear. Many of these homes either exceed the capital gain exclusion for personal residences or they are held as second homes or investment property. What can you do when your client has one of these properties? They want to sell their property for the highest market price possible while reducing or eliminating taxable gain.
Here’s where TERI Inc. can help!
TERI welcomes gifts of real estate, including land or buildings. These gifts may provide significant benefits for the donor as well as for TERI. Depending on the type of gift, a donor may enjoy tax savings, lifetime payments and freedom from carrying costs, once the real estate is sold.
Steps for Making a Gift of Real Estate
If you have further questions, please call John De Michele at (760) 721-1706 or email at: This e-mail address is being protected from spambots. You need JavaScript enabled to view it
The Power of Real Estate in the News:
TERI real estate gifting program promises benefits for donors
Rancho Santa Fe Review, July 21, 2011
TERI Inc. Launches real estate power program
San Diego County News, March 1, 2011
