Lunch & Learn - Planning for 2020 & Beyond and DST's

  • 24 Nov 2020
  • 11:30 AM - 1:00 PM
  • Zoom
  • 10

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Strategies for Planning for 2020 & Beyond

Including an informative discussion on Deferred Sales Trusts (DST)

Tuesday, November 24, 2020

11:30am-1:00pm

Did you know there are other options to a 1031 exchange? One option allows you to defer capital gains indefinitely without a 180-day reinvestment timeline. A second option only permits a capital gain to be reinvested, allowing investors to access cost basis. A third option follows 1031 exchange guidelines but offers a turnkey, hands off ownership experience. Bringing these ideas to clients will win you business and allow a hesitant client to confidently sell a property knowing a comprehensive tax strategy is in place. Join us as two experts discuss:

  1. Deferred Sales Trusts- a 1031 exchange alt and or rescue plan
  2. Opportunity Zone Funds
  3. Delaware Statutory Trust

ZOOM LINK

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+12532158782,,84376271577#

This event is complimentary but registration is required

Presenters: 

Shawn O'Keefe, Founder & Managing Director, Summit Wealth Strategies

Shawn has nearly  40 years’ experience in the financial services industry. He is the Managing Director and a Sr. Wealth Advisor who has held several Sr. Leadership positions with some of the largest financial companies in America. In January 2014, Shawn founded Summit Wealth Strategies, LLC an Independent financial firm with offices located in The Forum at Cherry Creek.

 Andy Raney, SVP,Cantor Fitzgerald Capital

Andy Raney is a Senior Vice President at Cantor Fitzgerald Capital, a global financial services firm and open architecture wholesale distribution company. CFC aims to leverage the strength of Cantor Fitzgerald to provide institutional solutions to the retail investor. Andy brings over 11 years of experience in the financial services and the alternative investment industry. Andy works directly with registered representatives and investment advisors covering all channels in the Colorado, Utah and New Mexico markets.


Contact us

Phone: 303-748-2231

Email: Louise.richardson@comcast.net

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