VIRTUAL EVENTS
Advanced Real Estate Tax Strategies
Are your clients receiving proceeds from property or business sales? 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 the best financial strategies.
September 10, 2024
10am PT | 1pm ET
Sponsored by
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Origin Exchange
VettaFi
SUMMARY
Topics will include:
- How to identify strategic growth opportunities by leveraging advanced real estate tax strategies.
- An overview of 1031 exchanges, 721 UPREITs, and Qualified Opportunity Zone Funds.
- Actionable processes to analyze and apply these strategies to protect your clients' wealth and streamline their financial planning.
SPEAKERS
Michael O’Shea, CFA
Vice PresidentOrigin Exchange
Cinthia Murphy
Investment StrategistVettaFi
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