Listen to this webinar with Rich Arzaga, CFP®, CCIM and estate planning attorney Alan Gassman, LLM to help you advise clients with highly appreciated investment real estate. The presentation focused 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.
Please note: Quiz is for informational purposes only. It is not eligible for Continuing Education (CE) credit. Please click here if you would like to view our CE-eligible self-study courses.
