Sponsored Live Stream: Capital Gains Strategies That Maximize Planning
508 | Livestream | Update | Scheduled
Description
Investors have capital gains in their securities portfolios, business valuations, real estate holdings and collections. Financial professionals that work with investors need to understand the tools they have to help these investors maximize financial planning, tax minimization and investment outcomes. This presentation delves into three unique strategies - Qualified Opportunity Zone Funds, Exchange Funds, and 1031 Exchanges. Gain a comprehensive understanding of these solutions, including their respective advantages and disadvantages. Designed for financial and investment professionals seeking to help their clients navigate these issues, this session will equip participants with actionable insights and advanced knowledge necessary to discuss strategies that align with individual client circumstances.
Credits
| Number of Credits | Type of Credits |
|---|---|
| 1.00 | Specialized Knowledge |
Highlights
- Analysis of three diverse investment strategies: Qualified Opportunity Zone Funds, Exchange Funds, and 721 Exchange/UPREIT & 1031 Exchanges
- An in-depth breakdown of the specific structures of these strategies and how each option aligns with client goals and investment profiles.
- An advanced analysis of the respective advantages and disadvantages of each strategy.
Prices
- Member (Early Bird)
- $0.00
- Non-Member (Early Bird)
- $40.00
- Member
- $0.00
- Non-Member
- $40.00
Instructors
Reed Haimson, CFP
Reed is a CERTIFIED FINANCIAL PLANNER®, a Colorado Real Estate license holder, and has nearly two decades of financial industry experience. He brings a broad level of financial knowledge to clients that significantly contributes to helping clients make prudent real estate decisions for themselves and their families. Having a BA in Finance from the University of Northern Colorado, Reed actively provides for the continued vision and growth of Passive Realty Group.
Reed resides in Middle Tennessee with his wife, Kyle, and their two children, Tilly and Ryatt. His company, Passive Realty Group, assists clients in 30+ states across the country.
Back to InstructorsRyan Caval
Ryan Caval is a Senior Vice President with Griffin Capital Company. He partners with advisors in the Mountain West (AZ, CO, UT, NM, MT, ID, WY) to raise capital for the various investment solutions sponsored by the firm. Prior to rejoining Griffin Capital in 2022, Mr. Caval held various positions at Cole Capital, First Allied Securities and Charles Schwab. Ryan Caval is a registered Series 7 and 63 licensed representative and graduated from Northern Arizona University with a degree in Finance. He resides in Phoenix with his wife (Catilin) and two children (Colton and Cora).
Back to Instructors