Unlocking Tax-Deferred Wealth: Transitioning Investment Real Estate into...

• Name of Class: Unlocking Tax-Deferred Wealth: Transitioning Investment Real Estate into Stocks with 1031-721

• Instructor Name: Rich Arzaga, CFP®, CCIM

• Instructor Business Name: The Real Estate Whisperer® Financial Planning

• Duration of Class: 1.5 Hours

• Are there CE Credits Available: Yes

• How Many CE Credits Available: 1 CE

• Cost of Class: No charge

• Class Description:

Program Description:

This program provides real estate brokers, agents, and professionals with a comprehensive guide to leveraging IRC Section 1031-721 of the Internal Revenue Code to transition their clients’ investment real estate property into stock investments in a tax-deferred manner. The presentation will cover the critical aspects of this option, highlight the importance of understanding the process, and address common pitfalls. Through case studies and practical examples, attendees will learn how to effectively apply these strategies to benefit affluent clients, typically aged 50+, who are looking to diversify their portfolios while managing tax liabilities. The session will also provide insight into the importance of collaboration with other professionals in this ecosystem.

Takeaways

Understanding how Sections 1031 and 721 can collaborate to facilitate tax-deferred transitions from real estate to stocks.

Identifying eligible properties and investments for these exchanges.

The step-by-step process of executing a 1031-721 exchange.

Key tax implications and benefits of using 1031 and 721 strategies.

Potential risks and how to mitigate them during the exchange process.

How to effectively communicate these strategies to clients.

Practical examples and case studies to illustrate the real-world application of 1031-721 exchanges.

The long-term benefits of diversifying from real estate into stock investments while managing tax liabilities.

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