Real estate is one of the most reliable and rewarding investments in the United States. It offers unique advantages not only in wealth creation but also in tax savings. However, understanding the complex tax laws around real estate can be a challenge for professionals and investors alike.

This webinar is designed for professionals who either serve real estate clients or work within the industry. The program provides a practical guide to applying real estate tax strategies, with a focus on compliance, optimization, and growth.

The session explores several key areas:

• Deductible Expenses and their role in reducing taxable income.
• Opportunity Zones, their tax advantages, and how to structure investments effectively.
• 1031 Exchanges, including requirements, timelines, and advanced applications.
• Charitable Remainder Trusts, a sophisticated tool for reducing income and transfer taxes while benefiting charities.

By combining clear instruction with real-world case studies and examples, the webinar ensures participants gain the confidence to implement these strategies in their own practice or organization.

Webinar Agenda:

1. Real Estate Taxation Overview

• Why real estate is a favored investment class.
• The dual goals of compliance and tax efficiency.

2. Deductible Expenses

• What qualifies as deductible in real estate ownership.
• Common mistakes to avoid.
• Practical examples of maximizing deductions.

3. Opportunity Zones

• What Opportunity Zones are and how they function.
• Tax incentives and potential risks.
• Regulatory procedures and pitfalls to avoid.
• Structuring investments for best results.

4. 1031 Exchanges

• The basics of IRC Section 1031.
• IRS deadlines for delayed exchanges.
• “Like-kind” property requirements, including vacation homes, easements, fractional ownership (DSTs and TICs).
• Partnership/LLC structuring, reverse exchanges, and improvement exchanges.
• Related party transactions and compliance issues.

5. Charitable Remainder Trusts (CRTs)

• How CRTs reduce income and transfer taxes.
• Examples of CRTs used for appreciated real estate assets.
• Compliance and planning considerations.

6. Qualified Intermediary (QI) Due Diligence

• The role of QIs in exchanges.
• Standards for selection and risk management.

7. Case Studies and Examples

• Real-life tax planning scenarios.
• Discussion of common errors and solutions.

8. Conclusion and Key Takeaways

• Recap of strategies.
• Practical applications for advisors and executives.
• Open Q&A session.

Learning Objectives:

• After attending this webinar, participants will be able to:
• Apply tax minimization strategies in real estate within the framework of U.S. tax law.
• Identify deductible expenses and structure them properly for compliance.
• Understand how Opportunity Zones work and how to structure investments to maximize tax benefits.
• Define property types that qualify for a 1031 exchange and distinguish investment vs. sale property.
• Analyze exchange structures such as delayed, reverse, and improvement exchanges.
• Conduct due diligence on Qualified Intermediaries to ensure compliance.
• Evaluate the role of charitable remainder trusts in advanced tax planning.
• Expand advisory opportunities by applying these strategies to help clients grow portfolios.

Why Should You Attend:

Tax planning in real estate is both an opportunity and a challenge. When applied correctly, strategies such as 1031 exchanges, Opportunity Zone investments, and CRTs can significantly lower taxes, protect wealth, and expand portfolios. When applied incorrectly, however, the result may be penalties, disqualification, or lost financial benefits.

This webinar gives professionals the clarity and confidence needed to navigate these issues. By attending, you will:

• Demystify complex tax provisions like IRC Section 1031 and Opportunity Zones.
• Enhance your advisory role, offering clients or your organization better tax outcomes.
• Stay competitive by understanding new opportunities like Opportunity Zone investments.
• Avoid compliance mistakes, which can be costly for clients and professionals.
• Expand service offerings in tax advisory, wealth management, and real estate planning.

Whether you serve multiple real estate clients, manage tax planning in-house, or advise on high-value transactions, this training provides actionable strategies for immediate application.

Who Should Attend?

This webinar is ideal for professionals whose work involves real estate transactions, tax planning, or financial oversight, including:

• CPAs and Accountants
• Tax Professionals and Enrolled Agents
• CFOs, Controllers, and Finance Directors
• Wealth Managers and Financial Advisors
• Attorneys in tax or real estate law
• Real Estate Investors