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Beyond the tax bill: A framework for 1031 exchanges, UPREITs, and what happens next
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Advanced Wealth Topics
Guiding business owners through transition
Sep 10, 2026
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12:00PM ET
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1 CE Credit
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Identifying the right clients for direct lending
Sep 24, 2026
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12:00PM ET
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Year-end planning: Critical considerations for wealthy clients
Oct 29, 2026
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4:00PM ET
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1 CE Credit
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Private markets
Real estate
Farmland
Alternative credit
Private equity
Tax optimization
Tax advantaged solutions
Tax deferred exchanges
Tax exempt solutions
Advanced wealth topics
Wealth transfer for business owners and individuals
Tax planning for the affluent
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Private markets
Tax optimization
Advanced wealth topics
Register now
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Real estate
Farmland
Alternative credit
Private equity
Tax exempt solutions
Tax advantaged solutions
Tax deferred exchanges
Wealth transfer for business owners and individuals
Tax planning for the affluent
Search for:
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