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Description
Experts will discuss the current real estate market environment, explore the rise of real estate-based transactions alongside the associated tax-advantaged solutions available to help preserve potential growth and financial planning strategies and best practices. Panelists will also touch on the possible opportunities and risks that advisors will face when applying these tax strategies to help protect client’s wealth and streamline overall financial planning strategies, the possible tools, and resources to help advisors understand, develop and implement advanced real estate tax strategies for potential financial planning goals, and potential strategies to diversify portfolios.
Learning Objectives
By the end of the session, attendees will understand an overview of the current real-estate market environment, the possible pros and cons of real estate tax strategies help protect client’s wealth and streamline overall financial planning strategies, an overview of various tax strategies available during real-estate transactions, the potential tools and resources to help advisors develop and implement advanced real estate tax strategies for potential financial planning goals and potential strategies to diversify a portfolio.