Real Estate Tax Strategies: Practical Insights for Financial Advisors
Date: Wednesday, August 5th, 2026
Time: 2:00 PM – 3:00 PM CT
Join a live webinar designed for RIAs and CPAs to earn continuing education (CE) credits while learning practical tax strategies for clients with highly appreciated real estate.
- CE credits available for live attendees
- Educational session (not a sales pitch)
- Built for advisors working with high-net-worth clients
Continuing Education Webinar | Real Estate Tax Strategies
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Overview
Real estate can play a meaningful role in broader wealth and tax planning discussions. Understanding the nuances of tax strategies may help advisors identify opportunities, ask better questions, and collaborate more effectively with clients and their tax professionals.
This session is designed to provide a practical overview of commonly discussed real estate tax strategies, along with considerations advisors may encounter in client portfolios.
What You’ll Learn
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- Key challenges clients face when exiting appreciated real estate
- Overview of tax-deferred strategies, including 1031 exchanges and 721 contributions
- Considerations for transitioning from active ownership to more passive structures
- Planning approaches for partnership, estate, and succession scenarios
- How these strategies may fit within broader client portfolios
Who Should Attend
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- Registered Investment Advisors (RIAs)
- Certified Public Accountants (CPAs)
- Financial planners and tax professionals
- Advisors working with high-net-worth clients and real estate owners
Participants who attend the live webinar will be eligible to receive continuing education (CE) credits, subject to attendance requirements. Additional details will be provided upon registration.
Featured Speakers
Billy Fox
Principal & President
Billy Fox is a Principal and President of MLG Capital and is a member of the firm’s Board of Directors, Operating Committee, and Investment Committee. As President, Billy is tasked with leading the investment, operations, and investor relations teams within the firm. Billy has management responsibility over MLG Capital’s Legacy Fund and 1031 exchange activity.
Rick Reuter
Princial & Chief Tax Strategist
Rick Reuter is a Principal and Chief Tax Strategist at MLG Capital, as well as a member of the firm’s Operating Committee. He is responsible for the structuring and administration of MLG Funds in addition to leading MLG Capital’s tax and accounting functions.
Erin Horman
Director of Tax Strategy
Erin Horman is MLG Capital’s Director of Tax Strategy. She plays a key role in the development and implementation of tax strategy, deal structuring, advising, and consulting for investors and prospective investors of MLG Capital’s tax deferred products, including the MLG Legacy Fund and Managed Accounts.
This webinar is for educational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any securities. The information presented is general in nature and should not be construed as tax, legal, or investment advice.