WEBCASTS

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
1 CE Credit
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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.

This program is accepted for one hour of continuing education (CE) credit by the Certified Financial Planner Board of Standards for the CFP® designation, The Investment and Wealth Institute for CIMA®, CPWA®, RMA®, and CIMC designations, and the American College of Financial Services.

CFA Institute members are encouraged to self-document their continuing professional development activities in their online CE tracker.

SPEAKERS

Michael O’Shea, CFA

Vice President
Origin Exchange

Cinthia Murphy

Investment Strategist
VettaFi

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