Advanced tax-mitigation speaking
A broader planning conversation for professionals advising clients with appreciated real estate and capital gains.
Featured program
Bring 1031 exchanges, DST replacement property and Opportunity Zones into one professional education program. Explore the strategies in context, with attention to applicability, constraints and coordination among advisors.
Participants develop a clearer framework for asking the right questions and coordinating specialist input. See the CPE Programs page for the flagship learning objectives.
Available for conference sessions, CPE/CE programs, lunch-and-learns, webinars, panels and private firm education. Scope and depth are tailored to your audience.
Programs are educational. CPE/CE credit requirements are confirmed with the hosting organization. Tax, legal and investment outcomes depend on the applicable rules and individual facts.
Share your audience’s background and the planning questions you want the program to address.
Organizer questions
It is Paul Hogenson’s flagship professional education program. The presentation connects 1031 exchanges, Delaware Statutory Trusts and Opportunity Zones with practical questions about timing, transaction constraints, investment risks and advisor coordination.
Participants develop a framework for recognizing planning questions, comparing the scope of different strategies and identifying when to involve CPAs, attorneys, qualified intermediaries and investment professionals. Learning objectives are available on the CPE Programs page.
Use the Book Paul form to share your audience, preferred dates, format and educational goals. Program duration, depth and any CPE or CE requirements are coordinated with the host before the event.