Summer may have ended but the education never does here at Think Outside the Tax Box!
Join us this winter for our brand-new series of live webinar events spotlighting an intriguing mix of topics all focused on improving you, your business, and your ability to better serve your clients!
All of these live events are included FREE with your Basic or Professional subscription and include Continue Education Credits for those who qualify!
Winter time is a great time to be part of the Think Outside the Tax Box community! So, what are you waiting for?! Come on in!
Here are the details of what we have in store for you…
TRANSFORMING LAND INTO LEGACY: Impact of Charitable Land Donations
October 22nd from 1pm PST to 2pm PST
SPONSORED EVENT
Speakers: Nick Dolya and David Johnson of Sandy Bay Partners
When to Register: Look for the first registration email October 10th!
Join us for an informative webinar on the latest legal updates regarding charitable land donations and discover new offerings for this year that can benefit your clients.
In today’s evolving philanthropic landscape, understanding charitable land donations is more crucial than ever. As communities increasingly seek sustainable solutions, land donations offer a unique opportunity to create a lasting impact while also addressing environmental and social challenges. By attending the TOTTB webinar, you’ll gain valuable insights into the latest legal updates and new offerings that can enhance your charitable efforts and ensure compliance in a complex regulatory environment.
This webinar will provide you with essential knowledge and strategies that can empower you to make informed decisions about land donations, ensuring that your contributions not only benefit the community but also fulfill you and your client’s investment objectives. Don’t miss this chance to elevate your charitable giving and make a meaningful difference!
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
IT’S TAX PLANNING SEASON! Providing You the Tools to Bring Value to Your Clients
NOVEMBER 14th from 11am PST to 12pm PST
SPONSORED EVENT
Speakers: Chase Ravsten of Vistia
When to Register: Look for the first registration email November 2nd!
How to use real estate investments to provide tax advantaged solutions. Let us help you identify who is the right person to approach with different strategies and better yet help you plan, present and execute for your clients.
Let’s prepare you with some tools for your 4th quarter planning with your clients. Please join us to cover how investments in Real Estate can be used as a tool to provide options. Chase Ravsten will be presenting different topics to help you finalize planning for year end. Chase has 15 years of experience in the financial services industry and is keen on helping people keep more money in their pockets and identify investments that could be a good fit for them. With a focus on education, Chase and the team at Vistia wants to make sure everyone walks away from a conversation with a full understanding of all the investments entail.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
REAL ESTATE LIQUIDITY STRATEGIES and SAVING HIGH LEVERAGE DEALS GONE BAD
DECEMBER 4th from 11am PST to 12pm PST
SPONSORED EVENT
Speakers: Jason Pueschel of Alternative Wealth Management
When to Register: Look for the first registration email November 18th!
The use of Delaware Statutory Trusts to satisfy the buy side of 1031 transactions has become commonplace over the past decade. However, some of the more nuanced features and benefits may not be as well known. This webinar will provide indispensable strategies to accounting professionals seeking to attract real estate investors as clients. Our discussion will include solutions for accessing enhanced liquidity, creating efficient legacy plans, and salvaging high leverage deals gone bad.
In our discussion we will address three pivot points in transactions that can provide either lump sum liquidity or ongoing access to investor capital that we refer to as a “real estate checkbook”. Our conversation will include all cash transactions that provide for greater options such as cash out features. We will also review UPREIT features that may provide investment in more diversified portfolios and quarterly liquidity opportunities for REIT owners.
A spike in interest rates over the past few years has created issues for many real estate owners. High leverage loan payments from acquisitions and renovation costs have made it difficult for some to stay afloat. We will review strategies to eliminate the headaches, save deals about to fall apart, and pay down loans.
Additional: We are offering a FREE CONTINUING EDUCATION CREDIT to all qualifying participants courtesy of our friends at the American Institute of Certified Tax Planners!
