2024 Conference Program

As cryptocurrencies continue to become more established, as advisors, we have a responsibility to understand the risks and opportunities presented by this budding investment space. What is it, where does it fit in a portfolio, and how can I answer the questions my client is asking me about investing in crypto? Learn all of that and in an introduction to Bitcoin and Blockchain Fundamentals with Jay Jacobs.

Join us in a comprehensive exploration of tax-advantaged real estate investment strategies, focusing specifically on the utilization of 1031 and 721 exchanges through passive investment vehicles such as Delaware Statutory Trusts (DSTs) and Opportunity Zones.

Participants will gain an in-depth understanding of how these strategies provide substantial tax benefits, which are crucial for effective generational estate planning.

John will also be walking us through two detailed case studies of investors from the Bay Area to illustrate the practical benefits and potential drawbacks of these investment structures. Through these examples, advisors will be better equipped to help evaluate these complex investment tools while discussing with current and future clients.

Join Somita Basu and be prepared to be immersed in practical knowledge from unraveling poorly drafted estate plans. Learn how to identify problematic areas within a client’s financial picture, and how we can empower our clients to ask educated questions of the attorneys who draft their legal documents. Become a better advocate for your clients by learning about the process of unraveling difficult situations and understand the toll of how avoiding pertinent conversations today can have lasting impacts.