Learn tax efficient strategies for investment real estate owners to transition to passive ownership while diversifying portfolios and providing for estate planning needs.
AGENDA
Transition from active real estate owner to passive investor without tax liabilities
Structure efficient distribution and estate plans for multiple beneficiaries
Allocate remainder equity from larger transactions and set a backup plan for 45-day identifications
Understand how to control taxable dispositions and create liquidity events
ADDITIONAL INFO
When:
Tuesday, October 20, 2026 · 1:00 p.m.
Eastern Time (US & Canada)
Duration: 1 hour
Price:Free
Language:English
Who can attend?Everyone
Dial-in available?
(listen only):Yes.
Dial-in Number:
Please register for this Webinar to view the dial-in info.
Jason has led the design, syndication and capital raise of several alternative investment platforms. Over the past few decades, he has assisted Financial Advisors and Investors in the diversification of portfolios and reduction of tax exposure. ...
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.