Live Webinars
For real estate investors, the timing and structure of a property sale can have a significant impact on the taxes ultimately paid. Yet many advisors are unaware of the…
Rental properties are often one of the largest—and least analyzed—assets your clients own. In their first session, Dan Williams and Todd Swanson introduced a powerful framework to…
Financial advisors are increasingly working with clients who want to sell appreciated investment real estate—but determining the most appropriate tax-deferral strategy requires a…
1031TaxHub.com is a free suite of tax planning calculators, built by Exchange Planning Corporation, that helps advisors show 1031 exchange clients the tax impact of their…
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…