Please join us for our upcoming webinar

Appreciated Real Estate: Opportunities For Advisors

Webinar participants will receive the following for free:

• Appreciated Real Estate: A Sterling Advisor Guide
• A recording of the webinar
• The presentation slides
• Preferred access to a private consultation
• Our latest book, Billionaire Solutions, Tailored For Millionaires

If you are unable to attend the webinar, please request a recording of the webinar.

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What You'll Learn In This Webinar

  • How real estate success can result in excess risk in client portfolios
  • Why capital gains taxes often make owners reluctant to sell, even if their property hasn’t gone up
  • How depreciation recapture can cause unexpected taxes for unwary sellers
  • The most common solutions: 
    • Outright sales (simple, but costly)
    • Installment sales (including when they work, and how they can backfire)
    • 1031 Exchanges (including hidden traps)
    • Tax-exempt Sec. 664 Real Estate Shelter Trusts (tax efficient, and great for gathering AUM)
    • Advantages and disadvantages of each
  • How to select a solution
  • How to implement solutions for clients, easily and efficiently.