On the webinar, Origin’s Head of Private Wealth Michael O’Shea and top RIAs–Will Rollinson and Ryan Fleischer–shared how they leverage real estate to help clients achieve more tax-efficient outcomes while expanding their practice, including answers to the following questions:
- How do you incorporate tax planning into your clients’ investment portfolios from the start?
- When does it make sense to use tools like 1031 exchanges or Opportunity Zone funds?
- How are you showing clients the tax benefits of what they’re investing in?
- What are some best practices for collaborating with other professionals–such as CPAs or attorneys–when implementing tax strategies for clients?
