Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
WEBINAR
Timely Tax Strategies for the Assessor-Averse Wealth Advisor
November 5 @ 2:00 pm - 3:00 pmWhen it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for every investor. Fortunately, you have choices and we’ve lined up an expert industry panel to walk you through various available options! Join LPL Financial’s Andrew Deck and Madison Turbeville of…
Moderator/s: Andrew Deck, Madison Turbeville
Speaker/s: Brian Sanborn, Nick Rosenthal, Tim Witt
When it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for every investor. Fortunately, you have choices and we’ve lined up an expert industry panel to walk you through various available options!
Join LPL Financial’s Andrew Deck and Madison Turbeville of IFG as they moderate an engaging discussion on 1031 and 721 exchanges, qualified opportunity zone funds, and more. You’ll also hear from Tim Witt, President of DST Programs at Peachtree Group; Brian Sanborn, Client Portfolio Manager at NexPoint, and Nick Rosenthal, Co-Chief Executive Officer at Griffin Capital.
Q&A session to follow. Register today!
Please note: This live webinar is restricted to wealth advisors, broker dealers, and Blue Vault members and partnering firms. It is not intended for the general public; it is intended for participants who are financial professionals that are either registered with FINRA broker dealers or registered investment advisers.
The replay will be available to Blue Vault members and partners only. Learn about Blue Vault membership.
Alternative Investment Sponsors may be contributing members of Blue Vault, which could create potential conflicts of interest. Blue Vault members and followers should consider this in their review and analysis. Information here is intended only for institutional, broke dealer or registered investment adviser user. This information is prohibited for use by the general public.
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Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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Blue Vault offers unparalleled alts data analysis. Explore how deep our research goes and consider becoming a member today!
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Past Webinars
November 5 @ 2:00 pm - 3:00 pm
Timely Tax Strategies for the Assessor-Averse Wealth Advisor
When it comes to your clients’ tax obligations, less is more. But not all tax-advantaged investment strategies are suitable for…
November 4 @ 2:00 pm - 3:00 pm
Taming the Tiger: A Multi-Strategy Approach to Lowering Volatility with Alternative Investments
Alternative investments can help boost portfolio returns and reduce volatility—even in a down market. Join us for a timely discussion…
October 29 @ 2:00 pm - 3:00 pm
Ashford Hospitality Trust Preferred Stock Offering: Senior Securities Designed to Provide Steady Income
Join us for an exclusive webinar focused on the latest quarterly updates for Ashford Hospitality Trust (AHT) and a forward-looking…
October 28 @ 2:00 pm - 3:00 pm
Take Control of Taxes Before Year-End: Using Roth Conversions to Maximize Returns
Amid rising interest in including alternative investments in 401(k) plans, Roth conversions are experiencing a revival. Join us for an…
October 22 @ 2:00 pm - 3:00 pm
Ditch the Deck: Why It’s Time to Replace Your Pitch with a One-Page Flyer
Advisors are overwhelmed and short on time—yet many alternative investment sponsors still lead with dense, 20+ slide pitch decks. This…
