ELIMINATE CAPITAL GAINS TAX
Unlock the full potential of your real estate investments with a 1031 exchange! Eliminate capital gains tax by reinvesting the proceeds from the sale of an investment property into a new, like-kind property. This powerful strategy allows you to defer paying taxes, maximizing your investment potential and enabling you to grow your real estate portfolio without the immediate tax burden. Preserve more of your wealth for future opportunities and achieve your financial goals. Contact us today to learn how a 1031 exchange can benefit you!
REAL ESTATE PLAN
A real estate plan is a comprehensive strategy designed to manage, grow, and transfer your real estate assets. It encompasses various aspects such as property acquisition, management, and disposition, as well as tax optimization and legal considerations. The plan typically includes goals for income generation, asset protection, and succession planning, ensuring that your real estate investments align with your overall financial objectives. By creating a real estate plan, you can maximize the value of your properties, minimize tax liabilities, and ensure a smooth transition of assets to heirs or beneficiaries, ultimately securing your financial legacy.
LEGACY PLAN
A legacy plan is a comprehensive strategy designed to ensure the smooth transfer and preservation of your assets, values, and wishes for future generations. It involves estate planning, which includes the creation of wills, trusts, and other legal instruments to manage and distribute your wealth according to your wishes. Additionally, a legacy plan often addresses philanthropic goals, such as charitable donations or establishing foundations, and includes guidance on maintaining family values and traditions. The ultimate goal of a legacy plan is to provide financial security for your heirs, minimize tax liabilities, and create a lasting impact that reflects your life's work and values.
TRUST AND PROBATE
Trusts and probate are essential components of estate planning. A trust is a legal arrangement where a trustee manages assets on behalf of a beneficiary, often used to protect assets, minimize taxes, and avoid probate. Trusts can be revocable, allowing changes during the grantor's lifetime, or irrevocable, which cannot be altered once established. Probate, on the other hand, is the legal process of validating a deceased person's will and administering their estate under court supervision. This process involves inventorying assets, paying debts and taxes, and distributing the remaining assets to beneficiaries. While probate can be lengthy and costly, trusts offer a way to streamline the transfer of assets and bypass the probate process, ensuring a smoother and more efficient distribution of the estate.
SENIOR RELOCATION
Make your transition easier with our comprehensive senior relocation services! We specialize in helping elderly individuals move to a living situation that better suits their needs and lifestyle. Whether it’s downsizing to a smaller home, moving to a retirement community, or transitioning into assisted living, we handle every detail. Our services include organizing and packing belongings, arranging transportation, setting up the new residence, and managing both emotional and logistical challenges. We prioritize your comfort, safety, and well-being to ensure a smooth and stress-free transition. Contact us today to learn how we can assist you in making this important move with ease and peace of mind!
HOME RENOVATION
Transform your living space with our expert home renovation services! Whether you’re looking to modernize your kitchen, upgrade your bathroom, add a new room, or enhance your home's energy efficiency, we’ve got you covered. Our team of skilled professionals will bring your vision to life, ensuring every detail is perfect. Increase your home’s value, improve functionality, and create a space you’ll love for years to come. Don’t wait—contact us today to start your home renovation journey and make your dream home a reality!
HOME CONSTRUCTION
Build your dream home with our premier home construction services! From initial design to final touches, we handle every aspect of the construction process with precision and care. Our team of experienced architects, engineers, and builders will work closely with you to create a home that perfectly matches your vision and lifestyle. Whether you’re looking for a modern masterpiece or a cozy family home, we ensure high-quality craftsmanship, adherence to timelines, and a seamless building experience. Start your journey to the perfect home today—contact us to get started on your custom home construction project!
"Our expertise covers luxury real estate, investors, corporate as well as military relocation, 1031 exchanges, wealth building, legacy planning, trust and probate sales, and senior relocation. However, we don’t want to stop there. Just as a financial planner manages all your finances, we are real estate planners looking to create a comprehensive real estate plan to help you achieve your real estate goals. "
GET MORE INFORMATION
MEET THE TEAM
Hawaii's First Real Estate Planner
Serving Hawaii's Sellers and Buyers in their quest to reach their goals --
Prior to real estate Dan was the Vice President of Marketing for a Global Manufacturing Company. He was responsible for sales in Hawaii, Florida, Canada, Asia, South Pacific and Caribbean. Prior to that Dan worked for 8 years at Servco Pacific Inc., in the Automotive Division as Assistant Vice President of Promotions & Marketing and later held various Sales Management positions.
During the past 19 years in Real estate, Dan has built his platform around education and client advocacy. He has spoken at over 500 venues locally and around the country. The one thing that has made Dan stand out above the other 5,500+ agents on Oahu is his expertise in the Senior market as well as the Luxury market. Dan is a Certified Luxury Home Marketing Specialist, Senior Real Estate Specialists and is CAPS certified (Certified Aging in Place Specialist). In 2014, Dan was recognized by the National Association of Realtors with the Senior Real Estate Specialist "Outstanding Service Award" for his outstanding contribution and service in the Senior Market.
Dan created The Complete Solution for Seniors; which is made up of a family of businesses offering a continuum of services needed for the aging adult. The Ihara Team provides a Free Consultation and Placement Service to help the aging adult and their family determine their senior living options. Once sellers decide to sell The Ihara Team Listing Team steps in as a Full Service Concierge. This service includes coordinating trusted vendors, obtaining estimates, managing the work to be done, coordinate staging and cleaning then manage professional photography and videos. In 2010 Dan and Julie started Senior Move Managers and De-Clutter Hawaii which assists clients in the transition to the new living environment and/or making adjustments to the current home or moving to a new home. They also developed HI Property Management to keep the house and rent it out.
Dan is a Certified Luxury Home Marketing Specialist and has extensive experience in helping home-owners and investors buy and sell high end homes in Hawaii. Since joining Keller Williams in 2013, The Ihara Team more than doubled their business from $28million to $68million in just 3 years. Dan attributes this success to the Keller Williams systems, models, training and leadership and feels blessed that God has led him on this path to such a wonderful company.
Dan has been in the Top 100 Realtors in Hawaii for the last 9 years and is currently ranked #4 in the State. Dan has developed teams in Washington State and California with eyes to grow multiple businesses in California as well as Maui. Dan is also a member of Gary Keller's Private Mastermind Group where the Top 100 realtors meet 4 times a year to mastermind best practices. While busy building businesses, coaching and training agents Dan finds his greatest rewards in serving sellers and buyer in their quest to reach their goals.
Their mission is...“To honor God with the highest level of competency, care and compassion
with uncompromising integrity."
Hawaii's First Real Estate Planner
Serving Hawaii's Sellers and Buyers in their quest to reach their goals --
Prior to real estate Dan was the Vice President of Marketing for a Global Manufacturing Company. He was responsible for sales in Hawaii, Florida, Canada, Asia, South Pacific and Caribbean. Prior to that Dan worked for 8 years at Servco Pacific Inc., in the Automotive Division as Assistant Vice President of Promotions & Marketing and later held various Sales Management positions.
During the past 19 years in Real estate, Dan has built his platform around education and client advocacy. He has spoken at over 500 venues locally and around the country. The one thing that has made Dan stand out above the other 5,500+ agents on Oahu is his expertise in the Senior market as well as the Luxury market. Dan is a Certified Luxury Home Marketing Specialist, Senior Real Estate Specialists and is CAPS certified (Certified Aging in Place Specialist). In 2014, Dan was recognized by the National Association of Realtors with the Senior Real Estate Specialist "Outstanding Service Award" for his outstanding contribution and service in the Senior Market.
Dan created The Complete Solution for Seniors; which is made up of a family of businesses offering a continuum of services needed for the aging adult. The Ihara Team provides a Free Consultation and Placement Service to help the aging adult and their family determine their senior living options. Once sellers decide to sell The Ihara Team Listing Team steps in as a Full Service Concierge. This service includes coordinating trusted vendors, obtaining estimates, managing the work to be done, coordinate staging and cleaning then manage professional photography and videos. In 2010 Dan and Julie started Senior Move Managers and De-Clutter Hawaii which assists clients in the transition to the new living environment and/or making adjustments to the current home or moving to a new home. They also developed HI Property Management to keep the house and rent it out.
Dan is a Certified Luxury Home Marketing Specialist and has extensive experience in helping home-owners and investors buy and sell high end homes in Hawaii. Since joining Keller Williams in 2013, The Ihara Team more than doubled their business from $28million to $68million in just 3 years. Dan attributes this success to the Keller Williams systems, models, training and leadership and feels blessed that God has led him on this path to such a wonderful company.
Dan has been in the Top 100 Realtors in Hawaii for the last 9 years and is currently ranked #4 in the State. Dan has developed teams in Washington State and California with eyes to grow multiple businesses in California as well as Maui. Dan is also a member of Gary Keller's Private Mastermind Group where the Top 100 realtors meet 4 times a year to mastermind best practices. While busy building businesses, coaching and training agents Dan finds his greatest rewards in serving sellers and buyer in their quest to reach their goals.
Their mission is...“To honor God with the highest level of competency, care and compassion
with uncompromising integrity."
Julie partnered with Dan in 2006 to build the Ihara Team as well as co-found The Complete Solution, Senior Move Managers, De-clutter Hawaii, HI Property Management, Stage Hawaii, Silver Spoons and Ihara Training and Development. In addition to overseeing the ancillary businesses, Julie has extensive hands on experience working with the senior market, their families and helping people transition to safer living environments. Her personal experiences with caring for her mom and advocating for her care, have given her perspective and empathy for those going through this process.
By 2007 Julie and Dan’s team was in the Top 100 Realtors in Hawaii out of over 7,000 and has been in the exclusive Hall of Fame for the last 12 years. In 2010 she helped create Senior Move Managers and De-Clutter Hawaii with her husband and niece to help solve the challenges of moving. Julie & Dan joined Keller Williams as an investor/owner at Keller Williams Honolulu in September 2013 where her business grew from $28M to $84M in just 4 years. In 2014 they started HI Property Management, In 2018 they started Stage Hawaii and Silver Spoons, their first 501C3 Non-profit to help older adults who can not help themselves. In 2018 Julie’s passion for helping others led to the creation of Ihara Training and Development to train agents how to build their business within the Senior Market. For 2 consecutive years, The Ihara Team was named one of the "Fastest 50" Growing companies in Hawaii compared to all businesses. In 2019 they will launch a new senior resource guide website called 50 Plus Options so that older adults and their loved ones can find information to help with the challenges of aging.
Additionally her experience includes 18 years of years in the banking industry to include: financial and marketing analysis, branch manager, branch administrator- overseeing all of the branch managers, loan officer as well as loan officer manager, building a business development department, creating and building Direct Marketing, Promotions and Customer Database departments. Using the her skillset, she created Customer For Life programs and retention strategies for the bank.
Julie’s passion is to give back to the community by building Silver Spoons - their non-profit designed to help older adults. She’s also active at Pearlside Church leading a women’s group, coaching other leaders and is also leader in the prayer ministry. Julie is a board member of the Fukunaga Foundation, and on the scholarship selection committee, as well as a member of other community organizations.
Julie partnered with Dan in 2006 to build the Ihara Team as well as co-found The Complete Solution, Senior Move Managers, De-clutter Hawaii, HI Property Management, Stage Hawaii, Silver Spoons and Ihara Training and Development. In addition to overseeing the ancillary businesses, Julie has extensive hands on experience working with the senior market, their families and helping people transition to safer living environments. Her personal experiences with caring for her mom and advocating for her care, have given her perspective and empathy for those going through this process.
By 2007 Julie and Dan’s team was in the Top 100 Realtors in Hawaii out of over 7,000 and has been in the exclusive Hall of Fame for the last 12 years. In 2010 she helped create Senior Move Managers and De-Clutter Hawaii with her husband and niece to help solve the challenges of moving. Julie & Dan joined Keller Williams as an investor/owner at Keller Williams Honolulu in September 2013 where her business grew from $28M to $84M in just 4 years. In 2014 they started HI Property Management, In 2018 they started Stage Hawaii and Silver Spoons, their first 501C3 Non-profit to help older adults who can not help themselves. In 2018 Julie’s passion for helping others led to the creation of Ihara Training and Development to train agents how to build their business within the Senior Market. For 2 consecutive years, The Ihara Team was named one of the "Fastest 50" Growing companies in Hawaii compared to all businesses. In 2019 they will launch a new senior resource guide website called 50 Plus Options so that older adults and their loved ones can find information to help with the challenges of aging.
Additionally her experience includes 18 years of years in the banking industry to include: financial and marketing analysis, branch manager, branch administrator- overseeing all of the branch managers, loan officer as well as loan officer manager, building a business development department, creating and building Direct Marketing, Promotions and Customer Database departments. Using the her skillset, she created Customer For Life programs and retention strategies for the bank.
Julie’s passion is to give back to the community by building Silver Spoons - their non-profit designed to help older adults. She’s also active at Pearlside Church leading a women’s group, coaching other leaders and is also leader in the prayer ministry. Julie is a board member of the Fukunaga Foundation, and on the scholarship selection committee, as well as a member of other community organizations.
