Education Center
Live Seminars
Attend one of our informational seminars on appreciated asset strategies. Get face to face interaction with presenters and get your questions answered by qualified industry professionals.
Topics | Schedule | Presenters | Locations | Register Online
Online Seminars
Get the same valuable and objective information as you would from one of our live seminars, but enjoy the presentation from the comfort of your own home or office. Best of all, after signing up for the presentation, you can play the seminar over and over again. You will also have access to a library of online resources and printable materials to supplement the online presentation.
Topics | Free Registration | Login
Webinars
Webinars represent the middle ground between online presentations and and live seminars. You still have the convenience of remote viewing, but retain the ability to interact in real time with asset planning specialist.
Topics | Schedule | Free Preview | Register | Login
Consultation
Our nation-wide network of professionals and affiliates are available to work with you on a one-on-one consulting basis on topics including:
- Buy-Sell Agreements.
- Real estate cash flow analysis and other financial modeling.
- Overall tax mitigation strategies for investment and commercial properties.
- Tax strategies for personal residences and vacation properties.
- Tax filings.
- Cost segregation studies.
- Business Valuation
- Succession Planning.
- Collection Appraisal
- Comprehensive financial planning.
- 1031 structuring and identification of 1031 qualified intermediaries.
- TIC property identification and program/sponsor evaluation.
- Structured sales.
- Intentionally Defective Grantor Trust Design.
- Charitable remainder trusts, charitable lead trusts, gift annuities, bargain sales, and other charitable strategic options and implementation.
- Donor consultations for non-profit organizations, and other long-term capital building strategies using appreciated real estate.
- Entity formation assessments (LLCs, Corporations, etc.) and implementation services.
- Estate planning and implementation assistance.
- Trust administration services.
- Asset protection strategies.
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Articles
- Ease Capital Gains with "Structured Sale" Concept
- 1031 Co-Ownership with California Examples
- 1031 Exchange Preconstruction Contracts
- 1031 Reverse Exchange Rules
- 1031 Royalty Interests
- A Primer on a 1031 Realestate Exchange
- Calculate Cost Basis
- Does a Military Real Estate Sale Avoid Capital Gains Tax?
- Flipping and Capital Gains
- How Does a 1031 Work?
- How To Calculate A Private Annuity
Press Releases
- 2007-02-16 - Appreciated Asset Advisors Launches Innovative Approach to Asset Advice
- 2007-05-07 - Banking on investments: Appreciated Asset Advisors targets structured-sale niche
