Showing all 3 results

  • Getting off the 1031 Exchange Train Without Having to Die – Nov

    $25.00

    The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset protection, estate, and family concerns/opportunities. Likewise, real estate investors typically understand the rules and concerns surrounding: Swap till you drop 1031’s; Capital Gains and re-captured depreciation avoidance; Assets in ‘B’ and other irrevocable trusts; Assets in entities such as LLC’s and Corporations; and Assets in Family Limited Partnerships. However, these same investors may not be completely aware of the Eight Exit Strategies that may be more appropriate than traditional methods. Join Maureen and Joe for a dynamic discussion about how these strategies can help your real estate investor clients.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the presentation.)

    Presented by Maureen Verduyn, CFP, EA, M.Ed. and Steve Mancini, Esq.

    Add to cart

  • The Gathering 2018 – Immigration for Business Owners, Real Estate Owners, and Family Members

    $25.00

    Yes, there are special rules for non-US citizens. Join Ryan and Kimberley as they uncover where planning is the same and where the pitfalls and nuances of opportunities exist for us to help these sometimes complicated clients.

    (Purchase of this product will include a Video recording, an Audio recording, and a PDF copy of the Presentation.)

    Presented by Ryan Alexeev, Esq. and Kimberley Best Robidoux, Esq.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Click here to see the Gathering Agenda with the list of the presentations and presenters.

    Add to cart

  • Engaging Clients with Real Estate at Thursday Insights

    $25.00

    All of our clients own real estate – from their primary residence to vast portfolios of various real estate asset classes. The majority are working to find the answer as to where they should allocate capital – addressing their non-performing assets versus looking into new investment opportunities. They are coming to you, their trusted advisors, in search for wise counsel. In this discussion, we will walk through real examples of what has worked for clients in distressed situations as well as the landscape for investors. You will be provided with tools and ideas for engaging these clients in conversation and strategic counsel.

    (Purchase of this product will include an Audio recording and a PDF copy of the presentation.)

    Presented by Ryan Ponsford and Freddy Garmo, Esq.

    Click play to watch a short video about ‘Engaging Clients with Real Estate’

    Add to cart