VIRTUAL EVENTS
Advanced Real Estate Tax Planning – 1031 Exchange & 721 UPREIT
Do your clients own appreciated real estate? Are they tired of day-to-day management responsibilities? They rely on your expertise to navigate tax-advantaged solutions. This free webcast will equip you with the expertise to guide clients through complex real estate transactions and provide them with a solution that allows them to exchange up into institutional real estate and exchange out of active management.
SUMMARY
Topics will include:
- How to identify strategic growth opportunities by leveraging advanced real estate tax strategies
- An overview of 1031 exchanges and 721 UPREITs
- Actionable processes to analyze and apply these strategies to protect your clients' wealth and streamline their estate planning
SPEAKERS
Michael O’Shea, CFA
Head of Private WealthOrigin Investments
Cinthia Murphy
Investment StrategistVettaFi
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