Date: January 28th, 2025

Time: 1pmET | 12pm CT | 11am MT | 10am PT

Duration: 120 Minutes

Clients involved in property or business sales often look to their tax professionals for guidance on selecting the most tax-efficient solutions. In this webinar, attendees will learn how to analyze and compare three key strategies that can help protect clients’ wealth and simplify their lives during property and business transactions. Join us for an informative session to explore the benefits of 1031 exchanges, 721 UPREITs, and Qualified Opportunity Zone (QOZ) Funds.

Learning Objectives:

• Identify strategic growth opportunities for your firm.
• Evaluate how to effectively use advanced real estate planning techniques such as 1031 exchanges, 721 UPREITs, and Opportunity Zone Funds to maximize client benefits.

Credits and Other information:

• Recommended CPE credit – 2.0
• Recommended field of study – Taxes
• Session Prerequisites and preparation: None
• Session learning level: Basic
• Location: Virtual/Online
• Delivery method: Group Internet Based
• Attendance Requirement:  Yes
• Session Duration: 120 minutes

Who Will Benefit:

• CPA
• Enrolled Agents (EAs)
• Tax Professionals
• Attorneys
• Other Tax Preparers
• Finance professionals
• Financial planners

About Our Speaker

Michael O’Shea CFA Michael leads Origin Exchange, the 1031 Exchange Platform for Origin Investments. Since entering the alternative investment industry in 2007, Michael has served in various capacities with real estate sponsors and has assisted in the syndication of more than $10 billion of commercial real estate, including over $500 million of 1031 tax-deferred exchanges