- Free to Attend​
Investment Real Estate, Taxes & Estate Planning
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Join us virtually this November for a focused workshop for attorneys and accountants who advise clients making significant real estate, tax, and wealth-transfer decisions.
This workshop will explore how tax, estate planning, and investment real estate intersect, with practical discussion around:
- Tax considerations when selling or restructuring investment real estate
- Capital gains and other tax implications
- 1031 exchanges and other tax-deferral strategies
- Holding and transferring real estate
- Estate and succession planning for real estate owners
- Structuring real estate ownership and transactions
- Coordinating legal, tax, capital, and investment considerations
- Recognizing when a client's real estate decision requires collaboration among professional advisors
The goal: Help attorneys and accountants better understand the real estate side of their clients' decisions and identify opportunities to coordinate legal, tax, estate-planning, and investment considerations.
Format: Virtual via Zoom
Date: November 2026 — Date TBD
Audience: Attorneys & Accountants