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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.