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SN002325: Tax-Smart Strategies for Owning Real Estate

Online

Description

Real estate investors often fall into three profiles: Moguls, Legacy Holders, and Accidental Landlords. Across all three groups, many owners look to simplify ownership, reduce hands on management, and prepare for retirement without triggering unnecessary tax exposure. Join NCACPA’s Financial Planning Network and Dax Dixson, CFA on Tuesday, March 24 from 12:00 – 1:00 pm via Zoom. In this (non-CPE) event, Dax Dixon, CFA will explore strategies that financial professionals can use to help their real estate owning clients generate retirement income, transfer assets in ways that preserve step up opportunities, and sell appreciated land without absorbing outsized capital gains. This session will dive into the details of 1031 Exchange Funds, helping uncover overlooked planning opportunities that can reduce risk in portfolios.

The Zoom access link will be provided in the confirmation email. *This is a non-CPE event

To register: Please sign up online or contact Solutions Support at [email protected] or 800-469-1352 using event code SN002325.

Questions? Please contact NCACPA Membership & Engagement Coordinator, Mackenzie Williams, at [email protected] or 919-469-1040.

Speaker Information:

Dax Dixson, CFA is a wealth advisor and partner at Stearns Financial Group. He specializes in working with real estate investors, helping them build and preserve wealth through tax efficient strategies, portfolio design, and long term planning. He draws on his background as a fiduciary investment manager at a national bank to provide thoughtful, customized guidance to high net worth families and individuals, helping them navigate complex financial decisions with clarity and confidence.

Paula McMillan, CPA, CFP®, PFS, CEPA, CDFA®, CGMA is a wealth advisor and partner at Stearns Financial Group. Paula is regularly published and quoted in national and local publications, including The Wall Street Journal, CNBC, US News & World Report, Kiplinger’s, The Business Journal, The Tax Adviser, Journal of Accountancy, NCACPA Interim Report, How Stuff Works and more. Paula created two national AICPA podcast series – Retirement Readiness and Women and Wealth. A TEDx presenter on Retirement: Longevity and Security, Paula frequently delivers presentations to national, regional and local audiences on investing and financial life planning related topics.
Event Code:SN002325
Other fields:

    Registration Fees

    RegistrationTypePrice
    SN002325 Member RegistrationSN002325 MEM$ 
    SN002325 Non-Member RegistrationSN002325 NM$5
    CPE Sponsors LogoThe North Carolina Association of Certified Public Accountants is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

    For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.