Saturday, October 24th, 9 a.m.–2 p.m. Eastern Time
ONLINE
Beyond the 1031: What to Do When It's Time to Move Into Other Investments (But You Still Want to Defer Those Capital Gains)
with Todd VanMeter

You've spent years buying real estate, paying down loans, and building equity.

And now you might like to do something DIFFERENT with some of that money.

Maybe you want investments that don't come with tenants and maintenance. Maybe you'd like to diversify into stocks, bonds, or private investments. Maybe you still like real estate, but you're ready to let someone ELSE do the operating.

The problem is, selling highly appreciated properties can mean a tax bill that makes you wonder whether you should just keep it.

And the usual answer — "Do a 1031 exchange" — doesn't really answer your question when the whole POINT is that you don't want another property.

So, what else can you do?

That's what this online workshop is all about.

Todd VanMeter will explain the Deferred Income Trust (DIT) strategy: an approach involving an irrevocable trust and an installment sale that defers eligible gains while creating a path into other investments.

But this is a sophisticated transaction, and you need to know more than just the sexy part about deferring taxes.

You need to REALLY understand where the money goes, what you receive in return, who controls the trust, how you get paid, and what you're committing to BEFORE you decide whether it belongs in your plan.

In this detailed workshop, you'll learn:

• How the trust and installment sale fit together—and why the structure of the transaction matters to the intended tax deferral
• Where the sale proceeds go, what the independent trustee does, and how the seller's promissory note fits into the arrangement
• How this strategy is intended to let you move from directly owned real estate into other investment types, instead of buying another replacement property
• How payments to the seller work, and the questions to ask about income, return of principal, and when taxes become due
• The difference between a revocable and irrevocable trust, and why giving up ownership and control deserves your attention
• Why "defer the gain" doesn't mean "make every tax disappear," and which parts of your sale need a closer look with your CPA
• How Todd compares this approach with alternatives like a 1031 exchange, a Delaware Statutory Trust, a 721 exchange, holding the property, or simply selling and paying the taxes
• Examples involving a single property, a portfolio, a business, and changes in partnership ownership — so you can see which questions apply to YOUR situation
• What to discuss with your own attorney and CPA about the documents, fees, tax treatment, and tradeoffs before moving forward

Todd is't an attorney or CPA; he's a multi-decade real estate investor, licensed homebuilder, property manager, consultant, and "ender" who went searching for a solution to the ender problem of wanting out of managing real estate, wanted into more passive investments, and didn't want to give away hundreds of thousands in taxes in the process.

If you've been holding onto property because you don't like either of the choices you've considered — keep owning it, or sell and take the tax hit — spend the day understanding another approach. You worked hard to build that equity — it's worth a few hours of your time to find out how to keep it working for you.

The workshop will be recorded and all registrants will receive the recording, so register even if you can't attend live.

Your investment is only $47 by Thursday, October 22nd if you're a member, $97 by Thursday, October 22nd if you're not. (But since it costs only $125 a year to join, it's smarter to join here, and gain access to all our other events and benefits.) After Thursday, October 22nd, registration is $67 for members and $127 for nonmembers.

100% satisfaction guaranteed or your money back.

Get your Zoom seat (and/or your recording!) by registering below!

After the Event: How to Get the Recording

If you register for this event — even if you can't attend live — you'll get access to the video replay. A few days after the event, when we've packaged up the video file, along with any supplemental documents, we'll post them here at the bottom of this page for viewing and downloading.

We'll also send you email letting you know they're here. But if you miss the email, be sure to visit this page a few days after the event to pick up your video and documents. (Note: Only the people who have registered for this event and are signed into their kreia.com account will be able to access the downloads and replay. Also, please note that it's a good idea to ask your real estate attorney to review any documents, contracts, and forms you receive from instructors who are not based in Kentucky; real estate law varies by location.)

Please download the video and documents ASAP: Our website host automatically moves these files out of current storage after 6 months, so the replay video and downloadable documents will go away in time. As soon as you become aware that these resources are available, please download them to your computer or device so that you'll have them for the long haul.

Is your replay no longer available?  (Because 6 months or more have passed since this workshop was held?) Fear not. You can still download your files in an upcoming "Download Amnesty Day." Get more info here on how to do that.

NOTE: This event is planned and hosted by RMG (Real Estate Mastermind Group) in association with KREIA. RMG is an organization comprised of leadership from real estate investing associations from around the country. KREIA is a participating member of RMG.