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Alternative Tax Management
Alternative Tax Management
Upcoming
  • Turn Capital Gains into Tax Free Growth of Wealth​
    Tuesday, September 22, 2026 · 1:00 PM EDT
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    Qualified Opportunity Zone Funds are now a permanent part of the tax code and can run parallel to a Roth IRA account. Learn how this important tool can be used to minimize tax, grow long-term tax-free wealth and generate tax advantaged income.
  • Strategies Designed to Minimize Taxable Income​
    Thursday, October 8, 2026 · 1:00 PM EDT
    Long-term planning can greatly increase after-tax wealth and income received over one's lifetime. Tax-advantaged structures and investments can allow for the creation of silos for tax advantaged or tax-free income.​
  • Section 1031 for Tax Deferred Transitions of Real Estate​
    Tuesday, October 20, 2026 · 1:00 PM EDT
    Learn tax efficient strategies for investment real estate owners to transition to passive ownership while diversifying portfolios and providing for estate planning needs.
  • Structure Assets for Tax Deferred Growth and Tax-Free Income​
    Thursday, November 5, 2026 · 1:00 PM EST
    Learn how to think long-term when it comes to financial planning. Understand how to utilize the tax code to grow wealth and generate tax-free income.
  • Charitable Giving Structures and Tax Benefits​
    Tuesday, November 17, 2026 · 1:00 PM EST
    Learn how you can receive deductions for trusts and other structures that provide for charitable giving as well as asset protection.
1031 Tuesdays
  • Tricks and Traps: Tips to Avoid Common 1031 Exchange Pitfalls
    Tuesday, November 1, 2022 · 1:00 PM EDT
    1031 rules can be cumbersome and confusing, leading many to make mistakes that cost them their tax benefits
  • Tricks and Traps: Tips to Avoid Common 1031 Exchange Pitfalls
    Tuesday, December 7, 2021 · 1:00 PM EST
    1031 rules can be cumbersome and confusing, leading many to make mistakes that cost them their tax benefits
  • Advanced Real Estate and Ownership Transition Strategies
    Tuesday, November 16, 2021 · 1:00 PM EST
    Learn tax efficent strategies for investment real estate owners to transition to passive ownership while providing for estate planning needs
  • DST UPREIT Options and the Self-Storage Sector
    Tuesday, November 9, 2021 · 1:00 PM EST
    Learn why DST UPREIT options have become more prevalent, offering the potential for enhanced liquidity and diversification
  • Real Estate Tax Strategies: 1031, 1033, QOZF & Cost Seg Studies
    Tuesday, November 2, 2021 · 1:00 PM EDT
    Real Estate offers some of the most unique and greatest tax advantages of any type of investment
  • 1031 Investor Guide - What is Smart Money Buying Now?
    Tuesday, September 21, 2021 · 1:00 PM EDT
    Real Estate sectors have a number of factors that bring them in and out of favor, requiring constant evaluation and expertise
  • 1031 Exchange Fundamentals and Tax Reform
    Tuesday, September 14, 2021 · 1:00 PM EDT
    Learn the basics of Internal Revenue Code Section 1031 and the current legislation that threatens it.
Tax Strategy Spotlight
Past
Alternative Tax Management is an educational platform focused on tax mitigation strategies for Accredited Investors and their Advisors. We seek to provide access to best-in-class programs that maximize the use of tax incentives. Join us on our quest for tax efficiency.
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