VRA CAPITAL
Stop Leaving Money on the Table Every Tax Season.
Join Steven Seymour for a free private breakfast where accredited investors learn the legal tax strategies most CPAs never bring up on their own.
Limited to 35 accredited investors · Continental breakfast included
Wed, May 21, 2026
9:00 AM – 12:00 PM
West Chester, PA
Continental Breakfast Included
Your CPA files your return.
This session changes it.
Most accredited investors are overpaying in taxes — not because they’re doing anything wrong, but because the strategies that actually work are buried in the tax code and rarely surfaced proactively.
This is a free working session — not a seminar, not a pitch — where Steve walks through the layered strategies sophisticated investors use to legally defer, reduce, and eliminate what they owe. You’ll leave with a framework you can bring straight to your own CPA or attorney.
Topics include strategies such as:
Topics vary by quarter. Full agenda shared upon registration.
- ✓ Qualified Plans — Solo 401(k) and cash balance plans. High contribution limits, tax-deferred compounding.
- ✓ Cost Segregation (IRC §168) — Accelerate depreciation and front-load losses to reduce taxable income early.
- ✓ Real Estate Professional Status (IRC §469) — How 750+ hours and material participation unlocks offsetting active income.
- ✓ 1031 Exchange (IRC §1031) — Defer capital gains and scale your portfolio tax-deferred.
- ✓ Installment Sales & Seller Financing (IRC §453) — Spread your tax burden across years and create income streams.
- ✓ Opportunity Zones — Defer gains, reduce the taxable amount, and potentially eliminate future gains after 10 years.
- ✓ Primary Residence Exclusion (IRC §121) — The $250K/$500K exclusion used strategically, not just at face value.
- ✓ Exit Strategies — DSTs, step-up in basis, and how to plan your exit before the transaction closes.
- ✓ Estate Strategy — Federal exemptions, ILITs for life insurance, and wealth transfer efficiency.
All content is educational only — not legal or tax advice. Attendees should consult their own advisors.
Steven Seymour
Founder, VRA Capital • Licensed Broker: PA, NJ, DE, MD
Steve has spent years working alongside accredited investors in private lending and real estate acquisition. He hosts these quarterly sessions because he believes the most valuable thing he can offer is education — before anything else.
No sales pressure. No agenda other than making sure you leave smarter than when you walked in.
Seats Limited to 35 Accredited Investors
Free to attend. Continental breakfast included. Address provided upon registration.
VRA CAPITAL
West Chester, PA • (484) 222-0030 • [email protected] • vracapital.com
Accredited investors only • Educational content only • Not legal or tax advice • © 2026 VRA Capital. All rights reserved.