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.
Available Seminars
Market conditions are changing.
Does this have you concerned, or do you see this as an opportunity?
What are you doing to adjust your real estate strategy to meet your objectives?
This basic seminar will introduce you to various "exit strategies" you may want to consider. It will compare and contrast the various techniques for deferring, spreading, or even eliminating capital gain and depreciation recapture taxes. The seminar will also cover some of the more sophisticated reinvestment strategies including: tenant-in-common programs (TICS), structured sales, private annuity trusts, and various charitable strategies.
You will also learn about “transition strategies” alternatives to diversify out of potentially over-appreciated areas which can significantly increase your cash flow, help increase your total returns, and potentially reduce risk.
With the objective information you will gain from this seminar you will be more in control of your real estate situation. You will experience greater piece of mind knowing there is a straight-forward and systematic way to address the decisions you are facing with your personal residence, second/vacation home, rentals/investments, and commercial/industrial properties.
Also, to help you apply the seminar information directly to your own real estate strategy, you will be able to schedule a FREE CONSULTATION with a real estate exit strategy specialist.
Table of Contents:
- What Is An Exit Strategy? Why Is Real Estate Planning Important In Any Market?
- Some Common Issue And Concerns In Today’s Real Estate Market
- Defining Success – How Do You Know You Are Doing The Right Thing?
- A Real World Example
- Exiting Smart: What Are The Choices?
- Option 1 - Pay The Tax
- Option 2 - Spread The Tax
- Option 3 - Defer The Tax
- Option 4: Potentially Eliminate Taxes?
- Special Topics:
- Traditional Installment Sale
- Structured Sale
- Private Annuity
- 1031 Exchange
- Triple Net Properties (NNN)
- Tenancy In Common (TIC)
- Structuring Opportunities Combining IRS Code Sections 121 / 1031
- Charitable Remainder Trusts And Other Charitable Options
- Who Do You Need In Your Corner? - Building Your Design, Planning, & Execution Team
- Developing Your Action Plan
This seminar will review the new concept of the structured sale. We will present an in-depth analysis of the features and benefits of the structured sale including how a structured sale works, and the most appropriate situations and strategic applications. We will also share case studies of how a structured sale can serve as a "1031 Alternative," and also as a unique strategy for vacation properties, second homes, and highly appreciated personal residences.
Table of Contents
- Taxes - What are the choices?
- 1031 Exchanges
- Deferment Requirements
- Exchange Timeline
- TIC Replacement Real Estate
- The Structured Sale
- History
- The Challenge
- What is a Structured Sale?
- Benefits of a Structured Sale
- Assigment Company Guidelines
- Design Mechanics
- Assignment Guidelines
- Examples
When it comes to highly appreciated personal residences, vacation properties, second homes, and resort real estate it seems like there was only answer to the question “what do you do about the capital gains tax?” -- Pay it immediately!
This seminar will review the new concept of the structured sale and how it can provide you with a tax-planning alternative.
We will present an objective, and in-depth analysis of the features and benefits of the structured sale including how a structured sale works, and the most appropriate situations and strategic applications. We will also share case studies of how a structured sale can uniquely provide you with a strategy to defer capital gains for up to 20 years and receive a guaranteed payment stream that you design!!
Table of Contents:
- The Good News & The Bad News
- The Challenge
- Taxes - What are the choices?
- A Viable Strategy?
- History
- What is an Installment Sales?
- How an Installment Sale Works
- Benefits
- Assignment Company Guidelines
- Design Mechanics
- Assignment Guidelines
- Examples
A present or future gift of real estate offers significant opportunities to reach financial objectives including income tax and estate tax savings. It can also provide a great way to convert your capital gains and equity into a dependable, diversified, and long-term cash flow. This workshop will allow you to understand the various features and benefits of varioius charitable options and how these compare to other real estate exit strategies.
Table of Contents:
- Taxes - What are the choices?
- A Real World Example
- Option 1 - Pay the tax
- Option 2 - Defer the tax
- Option 3 - Spread the tax
- Option 4 - Potentially Eliminate Taxes?
- Charitable Solutions
- Beyond Philanthropy
- Charitable Gift Annuities
- Charitable Installment Bargain Sales
- Zero Tax Bargain Sale
- Charitable Remainder Trust
- What about the 4 kids?
- The Bottom Line
- Results
