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LAB-B-2411
Advanced Real Estate Tax Strategies: 1031 Exchange, 721 UPREIT and QOZ Fund - presented by Origin Investments (TAX, PFP)
Date
June 4, 2024
$49
Standard Price
This product is also available as part of the following products:
This includes sessions from the conference: Advanced Personal Financial Planning (as part of AICPA & CIMA ENGAGE 2024)
This includes sessions from AICPA & CIMA ENGAGE 2024:
This includes sessions from the conference: Tax Strategies for the High-Income Individual (as part of AICPA & CIMA ENGAGE 2024)
Are your clients receiving proceeds from property or business sales? They will rely on your expertise to compare and apply different tax-advantaged solutions. Learn how to analyze and differentiate three potential strategies to help protect client's wealth and simplify their lives. Join us for an insightful presentation to assess 1031 exchanges, 721 UPREITs and Qualified Opportunity Zone Funds.
Learning Objectives
- Identify strategic growth opportunities for your firm.
- Compare different tax-advantaged real estate solutions: 1031 exchange, 721 UPREIT, Opportunity Zone Funds
Speaker
Michael O'Shea, CFA
Vice President, Origin Investments
Session Categories
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