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Education Lab (Onsite and Online)

LAB-B-2411. Advanced Real Estate Tax Strategies: 1031 Exchange, 721 UPREIT and QOZ Fund - presented by Origin Investments (TAX, PFP)

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
Date/Time
CPE Credits
0.5
NASBA Field of Study
Taxes
Level
Intermediate
Prerequisites
3-4 Years in the Profession
Advanced Preparation
None
Session Tags
PFP
TAX