Events

Upcoming Events

Live Class
Live Q&A: Tax-advantaged solutions, from the expert who builds them
November 30, 2026 • 12:00PM ET
Live Class
Personalization as a growth strategy: Fueling scale and efficiency through tax-advantaged SMAs
November 12, 2026 • 12:00PM ET • 1 CE Credit

On Demand Events

Now On Demand
The private credit opportunity: Building the investment case for middle market lending
Now On Demand • 1 CE Credit
Now On Demand
The path ahead: Identifying clients best positioned to capitalize on direct lending
Now On Demand • 1 CE Credit
Now On Demand
Guiding business owners through transition
Now On Demand • 1 CE Credit
Now On Demand
Beyond the tax bill: A framework for 1031 exchanges, UPREITs, and what happens next
Now On Demand • 1 CE Credit
Now On Demand
Investor challenge met: Addressing the property owner’s dilemma with a 1031 exchange
Now On Demand • 1 CE Credit
Now On Demand
Cultivating resilience: A deeper dive into the investment case for farmland
Now On Demand • 1 CE Credit
Now On Demand
The client fit: What farmland investing brings to the table
Now On Demand • 1 CE Credit
Now On Demand
The 2026 real estate landscape — a mid-year perspective
Now On Demand • 1 CE Credit
Now On Demand
Leveraging long/short strategies to maximize tax optimization potential
Now On Demand • 1 CE Credit
Now On Demand
Tax optimization strategies for wealthy clients
Now On Demand • 1 CE Credit
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
Now On Demand
Navigating the Real Estate Resurgence
Now On Demand
Now On Demand
Healthcare Real Estate Surge: Where Demand Meets Opportunity
Now On Demand