Please join us for our upcoming webinar
Appreciated Real Estate: Opportunities For Advisors on November 9th at 2pm Eastern
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.
Note: Fields marked with an * are required.
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.