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DTSTART:20261101T010000
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DESCRIPTION:Join a live webinar designed for RIAs and CPAs to earn continuing education (CE) credits while learning practical tax strategies for clients with highly appreciated real estate.\n\n• CE credits available for live attendees\n• Educational session (not a sales pitch)\n• Built for advisors working with high-net-worth clients\n\nWhat You’ll Learn\n\n• Key challenges clients face when exiting appreciated real estate\n• Overview of tax-deferred strategies\, including 1031 exchanges and 721 contributions\n• Considerations for transitioning from active ownership to more passive structures\n• Planning approaches for partnership\, estate\, and succession scenarios\n• How these strategies may fit within broader client portfolios\n\n
X-ALT-DESC;FMTTYPE=text/html:Join a live webinar designed for RIAs and CPAs to earn continuing education (CE) credits while learning practical tax strategies for clients with highly appreciated real estate.<br /><ul><li>CE credits available for live attendees</li><li>Educational session (not a sales pitch)</li><li>Built for advisors working with high-net-worth clients</li></ul>What You’ll Learn<br /><ul><li>Key challenges clients face when exiting appreciated real estate</li><li>Overview of tax-deferred strategies, including 1031 exchanges and 721 contributions</li><li>Considerations for transitioning from active ownership to more passive structures</li><li>Planning approaches for partnership, estate, and succession scenarios</li><li>How these strategies may fit within broader client portfolios</li></ul><br><br>
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SUMMARY:Tax Strategies for Appreciated Real Estate
DTSTART;TZID=America/Chicago:20260909T110000
DTEND;TZID=America/Chicago:20260909T120000
DTSTAMP:20260922T115736Z
TRANSP:OPAQUE
STATUS:CONFIRMED
SEQUENCE:0
LOCATION:https://us02web.zoom.us/s/86994789434
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