DSTs, 721s and Opportunity Zones: Tax Strategies to Address Capital Gains Liabiity

Tax Strategies to Address Capital Gains Tax Liability

Do you need more information on advanced planning topics related to capital gains tax liability? You're in luck! On Thursday, May 18, 2023 at 1:00 PM CDT, we're hosting a webinar where we will discuss tax deferred real estate solutions, including Delaware Statutory Trusts and Qualified Opportunity Funds.

This webinar assumes a basic level of familiarity with the topics and is not an introductory course. However, if you are a seasoned professional looking to stay ahead of the curve, you won't want to miss this event. 1 CE credit is available for attendees!

Meet Ryan Foncannon

Ryan Foncannon, MBA is an award winning Advanced Tax Strategist and Private Wealth Advisor at S.W.A.N. Virtual Family Office (VFO). Where S.W.A.N. stands for ‘Sleep Well At Night’ and is our guiding force for each client. He has been featured in The Wall Street Journal. He is nationally recognized as an advanced tax strategist. He also was recognized as the Top Retirement Planner for the State of Indiana with the Wealth & Finance Magazine, for 2023. He is a major problem solver for business owners, high wage w-2 earners, and high net worth individuals & their families. HIs diverse background in insurance, advanced tax reduction, wealth management, financing, and business advisory allow him to bring unique strategies to the table for his clients. He looks at the whole picture, while other advisors are more transactional. Another way he allows his clients to Sleep Well At Night.

Hosted by:

S.W.A.N. Virtual Family Office (VFO)

During this webinar, you will learn about current real estate and political environments and their implications for buyers and sellers. You'll also learn about real estate tax planning strategies, including 1031 exchanges, Delaware Statutory Trusts, and 721 exchanges, as well as the "two-step transaction" involved in 721 exchanges. We will also discuss how Qualified Opportunity Zone Funds apply to capital gains realized from the sale of stock, business interest, and real estate. The event will also include interactive case studies.