Selling or transferring real estate out of a portfolio can raise complex tax and property issues. Join us on Thursday, November 9, 2023 at 1:00 p.m. PT for a live webinar presentation featuring special guest experts Thomas Belcher, Regional Director from Cantor Fitzgerald, and Kelsey Elwess, CPA, a Partner at Opsahl |Dawson. Along with Managing Principal Ryland Moore and Senior Wealth Strategist Glen Goland, JD, CFP®, they’ll discuss options and solutions for exiting from property.

Whether you are transferring to heirs, selling real estate, or seeking other alternatives such as Charitable Remainder Trusts, this presentation will cover tax implications, complexities, tax savings and deferment options, and other considerations. A live Q&A will offer the opportunity to direct your questions to the panel.

Register for the event at https://us06web.zoom.us/webinar/register/WN_6xLRGj2DQrmzI0jh4iBiIA