Webinars

Want the potential for tax-free earnings but worried about the upfront tax bill? Many investors hesitate to convert because one calculation error can lead to a costly mistake. And most people overpay because they lack a clear strategy.

Join us for an expert-led training into the mechanics of tax-optimized Roth conversions.

You'll Learn:

• The "Discount" Advantage: How valuation discounts and tax management might lower your conversion cost.
• The Sequencing Secret: Why asset location and timing are the keys to a tax-efficient move.
• SDIRA Flexibility: Unlocking the potential of alternative assets within a Roth structure.
• The Partial Strategy: Real-world case studies on striving to maximize long-term, after-tax wealth.

 What will the real estate market look like in 2026? The real estate landscape is always shifting, and staying informed is a key part of navigating the market. For most investors, a data-driven approach is the best way to understand what’s next. 

You'll Learn:

• Key real estate trends expected to influence 2026
• Emerging markets gaining attention
• How new laws and regulations may impact real estate investments
• Economic signals shaping investor decision-making 

In this session, you will uncover the key data, technological tools, and institutional strategies needed to succeed. We demystify complex deal structures, examine market evolution since the Great Financial Crisis, and teach you how to identify potential red flags to keep your capital safe.

You'll Learn:

• Risks for hospitality investments.
• How hospitality opportunities have evolved through economic cycles.
• Data and technological tools for sourcing, vetting, and managing assets.
• Actionable red flags and best practices to keep your capital safe.

Are your commercial real estate investment returns protected by the structure of the deal, or exposed by it?

In today's complex commercial real estate (CRE) market, finding a good building isn't enough. The difference between losing money and making a high, protected profit lies in your understanding of the CRE Capital Stack AKA the legal roadmap that determines who gets paid first and who maintains control when a deal runs into trouble.

In this educational training, we'll provide a clear and straightforward overview of the key changes for 2026. This is a practical session for self-directed investors, financial planners, and anyone preparing for retirement who want to understand the new laws, limits, and tax preparation best practices.

What You’ll Gain:

• A review of important dates and deadlines for your self-directed IRA.
• An analysis of new IRA contribution limits and laws

• Actionable strategies for tax preparation best practices.