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Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald...
Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important resources to help your clients. 'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease. Learn more about things like: 721 exchanges, what is a DST or a TIC. You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.
Cantor Fitzgerald Asset Management
https://www.cantor.com/our-business/asset-management/
Jay Frank
President & Chief Operating Officer
Cantor Fitzgerald Asset Management
https://www.linkedin.com/in/jay-frank-b52b624/
Allan Sheahan, CFP®
Senior Vice President - Regional Director
Cantor Fitzgerald Asset Management
(mobile) 785-221-1202 / (text) 617-371-8303
https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/
