| The Power of 1031 Exchanges and Opportunity Zone Comparison |
Course Description:
Financial markets have made a steady climb since the mortgage meltdown of 2009. This has caused prices of stocks, real estate, and businesses to reach all-time highs. These higher valuations have created opportunities to sell. However, selling highly appreciated capital assets create a taxable event and many trusted advisors aren't trained to help with a tax-efficient exit. The Tax Cuts & Jobs Act of 2018 has created some new opportunites in the code to help mitigate the tax impact. By combining new code with some established planning strategies we can help sellers maximize their net proceeds from the sale. This presentation will provide examples of new and old codes that work well together, case studies and visual examples of assets that meet the guidelines.
Learning Objectives:
- Explore the codes that benefit sellers today
- Examine how different codes work for different client objectives
- Compare & contrast the codes to maximize value to sellers
| When: |
Thursday, December 12th, 2019. 12:00 PM to 1:00 PM EST |
| Where: |
Your Home or Office via Live Webinar |
| Speaker: |
Matt Chancey, CFP(r) |
| CPE Credits: |
1 Tax CPE |
| CLE Credits: |
1 Substantive CLE |
| Program Level: |
Basic |
| Prerequisites: |
None |
| Advanced Preparation: |
None |
| Delivery Method: |
Group Internet-Based |
The Presenter:
Matt works with high income and high net worth clients nationally to legally reduce taxes on income or capital gains. He starts with tax reduction strategies to determine which best fit the clients' unique situation and often leads into a more comprehensive financial planning or investment management solution that looks not just at what his clients make, but how they keep more of it.
Matt has been in the finance industry for over 15 years and as well as working directly with high profile clients, he is highly sought after for education, teaching, and guest speaking within the industry. He is a respected advisor and has been featured in many national media outlets including the Orlando Sentinel, The Wall Street Journal, ABC, NBC, CBS, Fox News, CNBC digital, Bloomberg, and Investment News.
If you are looking for the best advice on Advanced Tax Planning, look no further than Matt Chancey. Less than 1% of advisors have access to his advanced combination of products and strategies that can help save you HUGE amounts in taxes.
About CPE/CLE:
* The ALA partners with McDevitt and Kline LLC for certificate issuance. Live, internet-based courses are approved as Distance Learning courses by the PA Supreme Court CLE Board. For additional information, please visit http://www.pacle.org/. Check with your State CLE Board for rules pertaining to live webcasts. These rules differ from state to state. For example, PA attorneys may earn up to 6 CLE credits per compliance period via live webcasts (or 6 out of 12 credits per year); NJ and DE attorneys may earn up to 12 CLE credits per compliance period via live webcasts (or 12 out of 24 credits per two years).
McDevitt & Kline, LLC is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site:www.nasba.org.
