In case you were unable to join us live on 11/22/16, you can listen to our Quarterly Market Update Webinar here!
We invite you to join us for a short webinar where we’ll review recent market trends, market strategies, and our outlook for the remainder of 2016. There will also be a question and answer section. Of course, our individual conversations are available one-on-one, as always. The webinar is free and all are welcome to join. Click here to learn more about this upcoming webinar on our website.
Join us at this upcoming webinar!
Unraveling Real Estate Issues in Divorce, Thursday, July 7, 2016 from 12-2 PM (EST)
We all need a roof over our heads. Aspiring to own one’s own home is a basic economic goal in our society. Some couples acquire more than one residence for their families. Their marital estate may include investment property, commercial sites, vacation homes and more. The implications of unraveling ownership interests of various categories of real estate is challenging for divorcing couples. Andrew Samalin, CFP, EA, CDFA, shares his real estate expertise with you in this webinar. Learn the complexities of this asset class and understand the financial planning opportunities that you have in order to improve settlement options for your clients.
This presentation is intended to give the divorce practitioner a 360 degree view of the financial planning, tax and practical execution aspects of real estate and divorce. We’ll review basic real estate finance, banking requirements for financing and refinancing different property types,characteristics of major real estate categories, their capital composition and their position in the marital portfolio. You’ll become familiar with the tax characteristics of the sale of the marital home including capital gain exclusions, implications of depreciation and depreciation recapture for rental property, vacation homes, practice tips and other topics. It doesn’t attempt to provide all the answers to all the possible permutations available in the tax code as the facts and circumstances of each case are as unique as your clients. This presentation is meant to make you aware of financial planning opportunities with regard to real estate and divorce.
Reduced fee for members!
Thank you to all of you who attended the webinar. If you were not able to attend, we invite you to view the recording by clicking the link below. We reviewed recent market movements, market strategies, and our outlook for 2016. Of course, our individual conversations are available one-on-one, as always. The recording is free and all are welcome to review. We invite you to forward this email to your friends and colleagues as appropriate.