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Financial advisors are increasingly working with clients who want to exit appreciated investment real estate—but determining the most appropriate tax-deferral strategy requires a…

REWealth is a unique software program, developed by CFP® Dillon Kenniston, that helps advisors and tax planners deliver higher-quality guidance to rental real estate owners…

Cost segregation isn’t just a niche tax strategy — it’s a wealth-building tool most clients have never heard of. While many assume depreciation simply spreads out over decades,…

Join Louis Rogers, founder and CEO of Capital Square, for an insider’s tour through the full lifecycle of a successful real estate investor. With decades of experience leading one…

Rental income properties are often misunderstood or neglected in client conversations. This program, led by real estate planning specialist Rich Arzaga, CFP®, CCIM, is designed to…