This seminar is designed for accountants, attorneys, money managers, investment advisors, broker/dealers, financial principals, financial operating officers, financial planners, enrolled agents and insurance professionals.
The income tax consequences of a proposed disposition of commercial real estate are often the most important considerations in the transaction. Section 1031 of the Internal Revenue Code offers taxpayers the opportunity to defer gain recognition on the disposition of qualified real estate. Virtually all professionals involved in the commercial real estate market need a working knowledge of Section 1031. This program is designed to help provide that working knowledge.
The following topics will be discussed:
• Critical Factors That Affect Investment Results
• Tax-Advantaged Investment Strategies
• Basic Investment Information
• How To Qualify A Financial Planner
8:30 a.m. - 10:00 a.m.
I. Critical Factors That Affect Investment Results
A. Time And Growth Of Money
B. Rule Of 72 And Rule Of 115
C. Discussion Of Investment Risk
10:00 a.m. - 10:10 a.m.
10:10 a.m. - 12:00 p.m.
II. Tax-Advantaged Investment Strategies
A. Why And When To Consider Tax-Favored Investments
B. Tax-Free Investments
C. Tax-Deferred Investments
D. Tax-Managed Investments
E. The Effects Of JGTRRA Of 2003 On Tax-Advantaged Investments
12:00 p.m. - 1:00 p.m.
Lunch (On Your Own)
1:00 p.m. - 2:30 p.m.
III. Basic Investment Information
A. Key Investment Questions
B. The Perfect Investment
C. Basic Investment Tools
D. Pyramid Of Investments
E. Asset Allocation
2:30 p.m. - 2:40 p.m.
2:40 p.m. - 4:30 p.m.
IV. How To Qualify A Financial Planner
A. Review Of The Financial Services Industry
B. 10 Questions Your Client Should Ask When Choosing A Financial Planner