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Alternative Tax Management
Alternative Tax Management
Upcoming
  • Tax Efficient Retirement Assets
    Friday, September 20, 2024 · 11:00 AM EDT
    Learn how to convert taxable retirement assets into tax free growth and income with no RMDs or tax liabilities for beneficiaries
  • Year End Tax Strategies
    Thursday, September 26, 2024 · 1:00 PM EDT
    Most tax advantaged investment programs close at year end to lock in potential pass through tax deductions for the current tax year.  Explore options for last minute opportunities.
  • Year End Tax Strategies
    Thursday, October 10, 2024 · 4:00 PM EDT
    Most tax advantaged investment programs close at year end to lock in potential pass through tax deductions for the current tax year.  Explore options for last minute opportunities.
  • Real Estate Liquidity Strategies
    Thursday, October 24, 2024 · 1:00 PM EDT
    Investment Real Estate Owners have options that allow them to sell actively managed properties and 1031 exchange into passively owned offerings that provide access to liquidity
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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