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Description
This session will provide financial planners with scenarios to analyze complex scenarios involving investment real estate. Attendees will have the opportunity to apply advanced tax planning techniques tailored to situations where one spouse actively manages the properties. They will have the opportunity to develop strategies to guide clients in the scaling of their real estate portfolios for enhanced cash flow and property acquisition. Lastly, attendees will be able to create a framework of coaching questions to evaluate and critique alternative investment vehicles like syndications and DSTs, which will enable them to provide sophisticated client guidance.
Learning Objectives
1. Apply tax planning strategies specific to scenarios where one spouse actively manages investment real estate to reduce client tax liabilities.
2. Develop scalable strategies to increase lient cash flow and expand their real estate portfolio.
3. Construct probing coaching questions to evaluate and compare alternative investments, such as syndications and DSTs, for client suitability.