During this exclusive event, seasoned experts will provide important tips and strategies to help you navigate the evolving real estate investment landscape. Whether you are a new home buyer, seller, or an experienced investor,

Learn more about:

• Tax Savings Strategies including the $500,000 primary residence tax exemption
• Mortgage interest deductions for primary residence, second homes, vacation homes, and rental properties, and the benefits of using 1031 Deferred Exchanges to grow your real estate holdings

• Proven techniques and resources that can enable Buyers and Sellers to understand and optimize results during the different phases of a real estate transaction, including, how to utilize comparable market data/analytics, strategically planned offers, counter offers, disclosures, inspections, contingencies, seller credits and concessions, home warranties, and buyer side cash rebates
• Recent changes in the way agents are compensated and the impact to Buyers and Sellers from the significant NAR settlement
• Creative lending options, including jumbo vs. conventional loans, ARMs, interest rate buy-downs, seller financing, home builder incentives, first time buyer down payment assistance programs; parent to child strategies, shared equity programs. Gain an insight on pre-qualifying and qualifying for a loan.
• The nuances of how escrow works, the importance of reviewing documents, understanding escrow instructions and fee breakdowns.

Moderator and Panelists

Lawrence Chew, Managing Broker and Attorney, RealtyBates

Kelly Pearl, Counsel, Madison Exchange, LLC

Lisa Villarreal, First American Exchange Company

Joanne Wong, First American Title Company

Louie Serpas, Senior Home Mortgage Officer, Diversified Mortgage Group

Elle Wu, Realtor and Attorney, RealtyBates (Moderator)

Many Thanks to Foley & Lardner LLP for hosting us and to Skadden, Arps, Slate, Meagher & Flom LLP and Partner Quyen Ta for sponsoring food and beverages!

About Sponsors

With 21 offices, approximately 1,700 attorneys and more than 50 distinct areas of practice, Skadden, Arps, Slate, Meagher & Flom LLP and affiliates serves clients in every major international financial center, providing the specific legal advice companies across a spectrum of industries need to compete most effectively in a global business environment. Skadden’s Palo Alto office was founded in 1998. Our team provides the legal and business strategies critical to helping our clients remain globally competitive. An impact player in Silicon Valley for over 25 years, our clients rely on our sophisticated deal experience, trial firepower and outstanding service to address their most complex matters. We have more than 70 attorneys practicing in the legal areas critical to private and public companies.

Foley & Lardner LLP is a preeminent law firm that stands at the nexus of the Energy, Health Care & Life Sciences, Innovative Technology, and Manufacturing Sectors. We look beyond the law to focus on the constantly evolving demands facing our clients and act as trusted business advisors to deliver creative, practical, and effective solutions. Our 1,100 lawyers across 26 offices worldwide partner on the full range of engagements from corporate counsel to intellectual property work and litigation support, providing our clients with a one-team solution to all their needs. For nearly two centuries, Foley has maintained its commitment to the highest level of innovative legal services and to the stewardship of our people, firm, clients, and the communities we serve.

About CALOBA

The Chinese American Lawyers of the Bay Area (CALOBA) is a 501(c)(6) nonprofit mutual benefit corporation established in 2003 by a group of U.S.-trained and California-licensed Chinese American attorneys in the San Francisco Bay Area. Its initial aim was to connect fellow attorneys and law students with similar backgrounds and cultural interests to support their legal career development. Since then, CALOBA has grown into one of the nation’s largest organizations devoted to legal professionals of Chinese heritage. Our diverse membership is predominantly bilingual and bicultural, with expertise spanning various practice areas, including corporate transactions, securities, intellectual property, litigation, employment, immigration, and public interest.

CALOBA hosts continuing legal education events, workshops, and networking activities for attorneys and law students. We provide community services, co-host events with other legal and non-legal organizations on current legal, social, and economic issues that concern our members and the broader Asian American community and publicize important societal matters.