Tax-Deferred Legacy: Property Planning With Multifamily Investments


Multifamily actual property investments stay a extremely efficient technique for constructing and preserving long-term wealth by providing tax benefits, predictable and sturdy earnings streams and the chance to profit from appreciation. Nonetheless, because of the distinctive, and generally complicated nature of those funding belongings, it’s essential to have a well-structured property plan that optimizes the various tax benefits and ensures that belongings are distributed and managed in accordance with your needs.


We’re starting to see a “Nice Wealth Switch” pushed by getting older Child Boomers with trillions of {dollars} and actual property investments anticipated to be handed right down to heirs over the following decade. That makes this a pivotal time to think about wealth administration methods and the way multifamily investing by a trusted sponsor can assist guarantee a legacy of monetary safety and wellbeing for future generations.  


Be a part of business consultants Ashlee Cabeal, Chief Monetary Officer at Hamilton Zanze Actual Property Investments; Ed Hanley, Managing Director at CBIZ Monetary and Accounting Agency; and Susan von Herrmann, Belief and Property Associate at Perkins Coie, LLP. Collectively, they’ll present insights and greatest practices for traders aiming to construct generational wealth with their actual property funding investments.


We are going to talk about:

  • The distinctive advantages of multifamily investing with a good sponsor to construct and protect generational wealth.
  • The important thing issues for traders when creating an property plan that features actual property investments.
  • The tax benefits of multifamily investing and what traders must know when passing down income-producing properties.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.

Sponsored by



Ashlee Cabeal

Chief Monetary Officer

Hamilton Zanze


Ed Hanley

Managing Director



Susan von Herrmann


Perkins Coie, LLP


David Bodamer – Host

Govt Director





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