Strategic Tax Planning for Real Estate Investment Properties 1 Credit
5 Proven Methods for Selling Appreciated Assets
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Dec 11, 2024 | 10:00 AM
ET
Are you grappling with the complexities of selling appreciated real estate investment property?
This CE webinar provides essential insights into strategic tax planning, focusing on five proven methods to navigate and minimize taxes on highly appreciated properties. This webinar is crafted to engage and inform, offering actionable takeaways and practical applications to enhance your tax planning approach.
We will dissect each strategy through real-world case studies, illustrating how these methods can be leveraged to address the unique challenges associated with substantial capital gains and estate tax exposure. By examining these strategies in action, you'll gain practical knowledge on deferring taxes, maximizing savings, and making informed decisions for your high-value real estate investments. Whether you're a professional advisor or a client managing significant real estate investments, understanding these advanced tax strategies is crucial for effective wealth preservation and optimization.
Key topics covered:
Join us as we explore key techniques such as 1031 exchanges, 1031-721 exchanges, Opportunity Zones, Charitable Remainder Trusts, and post-mortem estate tax options.
For more CE Tax Courses, Click here.
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Valid upto : Dec 31, 2024
Valid upto : Dec 31, 2024
Credits
Course Level
Instructional Method
Pre-requisites
Advance Preparation
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Rich Arzaga is a dedicated advocate for investors who own directly held real estate investments, an asset class often overlooked by financial advisors. With a focus on comprehensive financial planning, Rich also provides valuable guidance on various real estate matters, including real estate cash flow modeling, buy-sell-hold decisions, 1031 exchanges, tax-advantaged strategies, inherited properties, and other challenges investors may face.
As the Founder and CEO of The Real Estate Whisperer Financial Planning and Education, an advice-only firm, Rich brings a wealth of expertise to the table. He is a CERTIFIED FINANCIAL PLANNER™, a Certified Commercial Investment Member (CCIM), and a Registered Investment Advisor. Finding a dually credentialed professional like Rich, with both CFP® and CCIM designations, is exceptionally rare in the financial planning landscape. His clientele includes real estate investors of varying experience levels, business owners, and affluent families.
Rich's reputation extends beyond his role as a financial advisor. He is an honored instructor and adjunct professor in the UC Berkeley Personal Financial Planning program and the UC Santa Cruz Silicon Valley Extension. Additionally, he has been featured twice at the esteemed Commonwealth Club of San Francisco and has earned a place among Worth Magazine's Top 250 Wealth Advisors in the Nation. Rich's real estate strategies have been showcased in prominent publications such as The Wall Street Journal, Newsweek, Time, Investor's Business Daily, The Journal of Financial Planning, The Journal of Accountancy, Real Estate Business, REALTOR® Magazine Kiplinger Retirement Newsletter, and other business and finance magazines.
Academically, Rich holds an impressive background. He graduated with distinction from the Personal Financial Planning Program at UC Berkeley, complementing his Bachelor of Arts degree from San Jose State University. Furthermore, he pursued Graduate Studies in Management at Northwestern University J.L. Kellogg Graduate School of Management, solidifying his knowledge and expertise in the field.
Beyond his professional achievements, Rich treasures his enduring relationship with his undergraduate sweetheart, as they have shared a blissful marriage for over three decades. Together, they have raised two daughters and enjoy the companionship of their beloved flat-coated retriever – a “very good dog.”.
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Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
XJ
CRT info was interesting ... learned something new!
AL
Great webinar on REITs
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