Bennington properties
exiting real estate
Please join Robert Bennington and Ian Rice
to talk about key strategies when planning your exit from a second home or investment property.
WHO SHOULD ATTEND
Those who own a second home or investment property.
Those who want to learn more about taxes, cost basis and real-estate exit planning.
Those who are concerned about estate planning and estate taxes.
Those who want to add or increase philanthropy/charitable giving to their financial and estate plan.
Owners of a Traditional IRA, SEP, Simple IRA, 401(k), 403(b) or 457.
THIS CLASS WILL COVER
The Three sets of rules that apply to our wealth during our lifetime.
Brief history on taxes and rule changes
Cost Basis and Capital Gains Taxes
Selling, exchanging, gifting property
Realities of exiting a second home or investment property
When to start planning and thinking about an exit
Robert Bennington, CEO
Robert W. Bennington is the CEO and owner of Bennington Properties and has been managing vacation rentals in Sunriver, Oregon for over 25 years.
Robert’s story starts in 1985, when the Bennington family first began traveling to Sunriver. Fast forward to 1995, when the Bennington’s purchased their first vacation rental. With only one vacation home in 1998, Bennington Properties was born.
Now, years later, our community has grown to 450+ homeowners and 50,000 guests per year. Our difference is in the details – from comfy beds to exceptional communication. Our entire team works hard to anticipate and meet your every need, from the moment you visit our website until you return home. We look forward to continuing to write our story with your support.
Ian RICE, CEO, FINANCIAL ADVISOR
Ian studied Financial Economics and business at University of Oregon and Portland State University. He is a CERTIFIED FINANCIAL PLANNER™ practitioner, and holds the additional designations of Accredited Estate Planner®, Business Succession Planner, Chartered Financial Consultant®, Chartered Life Underwriter, Certified Family Business Specialist and Retirement Income Certified Professional®.
Ian is passionate about teaching people the rules to this crazy game we call life. His expertise lies in his ability to get to know and understand people and help them build flexible strategies for our ever changing world and lives.
Ian lives in Sherwood, Oregon with his wife Jaime, two daughters Zoey and Katie, and son JJ. Away from the firm you will most likely find him with family, reading a book, working on CrossFit Tualatin (Jaime and Ian's new business), or fixing up something on their property.
Ian holds the following licenses: Life, Health, Accident, Series 6, 63,
65 and 7.