Upcoming Events Live Class Live Q&A: Tax-advantaged solutions, from the expert who builds them November 30, 2026 • 12:00PM ET Register Now Live Class Personalization as a growth strategy: Fueling scale and efficiency through tax-advantaged SMAs November 12, 2026 • 12:00PM ET • 1 CE Credit Register Now On Demand Events Now On Demand The private credit opportunity: Building the investment case for middle market lending Now On Demand • 1 CE Credit Register Now Now On Demand The path ahead: Identifying clients best positioned to capitalize on direct lending Now On Demand • 1 CE Credit Register Now Now On Demand Guiding business owners through transition Now On Demand • 1 CE Credit Register Now Now On Demand Beyond the tax bill: A framework for 1031 exchanges, UPREITs, and what happens next Now On Demand • 1 CE Credit Register Now Now On Demand Investor challenge met: Addressing the property owner’s dilemma with a 1031 exchange Now On Demand • 1 CE Credit Register Now Now On Demand Cultivating resilience: A deeper dive into the investment case for farmland Now On Demand • 1 CE Credit Register Now Now On Demand The client fit: What farmland investing brings to the table Now On Demand • 1 CE Credit Register Now Now On Demand The 2026 real estate landscape — a mid-year perspective Now On Demand • 1 CE Credit Register Now Now On Demand Leveraging long/short strategies to maximize tax optimization potential Now On Demand • 1 CE Credit Register Now Now On Demand Tax optimization strategies for wealthy clients Now On Demand • 1 CE Credit Register Now Now On Demand The next generation of wealth transfer: A scalable action plan for passing on what matters most Now On Demand • 1 CE Credit Register Now Now On Demand Navigating the Real Estate Resurgence Now On Demand Register Now Now On Demand Healthcare Real Estate Surge: Where Demand Meets Opportunity Now On Demand Register Now