Webinar Registration

Strategic Tax Planning for Selling Appreciated Real Estate Investment Property:
5 Proven Methods

Boost Your Client's outcomes and reduce out-of-pocket costs - CE Credit Available

Thursday, December, 12

12:00pm ET

90 minutes

Earn 1.5 CE credit Trusted by 10,000+ financial advisors

Rich Arzaga, CFP®, CCIM

Financial Advisor for Real Estate Investors The Real Estate Whisperer Financial Planning

Alan Gassman, Esq., LL.M

Estate Planning Attorney Gassman Law

What You'll Learn

Join Rich Arzaga, CFP®, CCIM and estate planning attorney Alan Gassman, LLM for an advanced program designed to help you advise clients with highly appreciated investment real estate. The presentation will focus on FIVE proven tax strategies to mitigate or eliminate…

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Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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Webinar Description
Join Rich Arzaga, CFP®, CCIM and estate planning attorney Alan Gassman, LLM for an advanced program designed to help you advise clients with highly appreciated investment real estate. The presentation will focus on FIVE proven tax strategies to mitigate or eliminate taxes. The strategies include: 1031 exchanges, 1031-721 exchanges, Opportunity Zones, and Charitable Remainder Trusts. Each strategy is designed to address the unique challenges of managing significant capital gains and estate tax exposure associated with high-value properties. Through real-world case studies, attendees will gain actionable insights into preserving wealth and optimizing tax outcomes, making it an essential guide for those managing substantial real estate portfolios.
Learning Objectives:
The role of 1031 exchanges in deferring capital gains taxes on highly appreciated real estate.
Understanding the benefits of 1031-721 exchanges for transitioning from real estate to REITs while maintaining tax deferral.
The potential for significant tax deferral and savings through investments in Opportunity Zones, particularly from proceeds of appreciated properties.
How Charitable Remainder Trusts can provide a tax-efficient way to convert appreciated real estate into income and charitable donations.
The critical role of interdisciplinary collaboration in executing complex tax strategies.
Practical applications of these strategies in real-world scenarios, particularly for high-net-worth individuals.

*CE/CPE Eligible: 1.5 CE credits is available to FEN Members with these designations: CFP, CLU, ChFC and RICP. CPA members will earn 1.5 CPE credits.
Field of Study: Specialized Knowledge
Prerequisites: There are no prerequisites for this session.
Advanced Preparation: None
Program Level: Basic
Delivery Method: Group Internet Based
NASBA Approved
Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.