Membership Meeting | Tax Planning for Real Estate Investors
Program Details
Tax Planning for Real Estate Investors
This program will focus on the income tax and wealth transfer tax planning opportunities (and pitfalls) associated with planning for real estate investors including a discussion of non-tax considerations and obstacles. The program will also explore planning strategies for specific types of assets and ownership structures typically found in real estate deals. The presentation will go through a series of hypothetical fact patterns, will focus on practical tax and non-tax considerations when representing real estate investors, such as the use of grantor trusts for wealth transfer tax planning, selection of trustees to hold real estate interests, dealing with negative capital accounts, managing capital gains and 1031 issues, transferring QOZ interests, transfers of “promote” interests, and much, much more!
Bio
Farhad Aghdami
Farhad Aghdami is a Partner in the Tax Department of Williams Mullen. He focuses his practice on wealth transfer tax planning, business succession planning, income tax planning for individuals and businesses and fiduciary litigation. Farhad has been listed (Band 1) in the Chambers USA High Net Worth Guide for Private Wealth Law (2017-present). Farhad is an active Fellow in the American College of Trust and Estate Counsel and is a member of its Board of Regents. Farhad is Chairman of the Board of Trustees of the Southern Federal Tax Institute. He is also a member of the International Academy of Estate and Trust Law.
Farhad is a 1989 graduate of the University of Virginia and a 1992 graduate of the Wake Forest University School of Law. He received his LL.M. in taxation from Georgetown University Law Center in 1995.
Logistics
- Fees: $50 for active members; $80 for guests and emeritus members. Student members may attend at no cost.
- Registration begins at 5:00 pm with the program starting at 5:20 pm.
- A reception will immediately follow the presentation.
- Closest Metro: TBD
- Parking is available in nearby garages and lots. Guests may use Spot Hero to find and reserve parking in advance.
- Guests are warmly welcome when accompanying a member host.
Thank you to Gold Sponsor
