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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank
Manage episode 384290724 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important resources to help your clients. 'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease. Learn more about things like: 721 exchanges, what is a DST or a TIC. You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.
Cantor Fitzgerald Asset Management
https://www.cantor.com/our-business/asset-management/
Jay Frank
President & Chief Operating Officer
Cantor Fitzgerald Asset Management
https://www.linkedin.com/in/jay-frank-b52b624/
Allan Sheahan, CFP®
Senior Vice President - Regional Director
Cantor Fitzgerald Asset Management
(mobile) 785-221-1202 / (text) 617-371-8303
https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/
150 episodes
Share
Manage episode 384290724 series 2878077
Content provided by Financial Planning Association of New England and FPA NE. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Financial Planning Association of New England and FPA NE or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
Learn how to help your clients utilize various tax benefits from real estate investments - including benefits of depreciation, capital gains deferrals, & more. Energetic and entertaining guest, Jay Frank, Pres. & COO of Cantor Fitzgerald Asset Management, joins co-hosts Chris Boyd & Brad Wright. It may not be for CE, but you will learn important resources to help your clients. 'Like-kind" 1031 Exchanges of real estate transactions can seem to have complex rules, but Jay explains with ease. Learn more about things like: 721 exchanges, what is a DST or a TIC. You've probably heard of a Qualified Opportunity Zone, but did you know clients can defer capital gains from real estate, stocks, or other investments by investing in one? Whet your appetite to learn more and help your clients.
Cantor Fitzgerald Asset Management
https://www.cantor.com/our-business/asset-management/
Jay Frank
President & Chief Operating Officer
Cantor Fitzgerald Asset Management
https://www.linkedin.com/in/jay-frank-b52b624/
Allan Sheahan, CFP®
Senior Vice President - Regional Director
Cantor Fitzgerald Asset Management
(mobile) 785-221-1202 / (text) 617-371-8303
https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/
150 episodes
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Similar to Wicked Pissah Podcast
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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continue reading
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…
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continue reading
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…
continue reading
Navigating today's global economy and deciphering investment choices can be an intricate endeavor. The influx of opinions and ever-shifting financial data adds to the challenge. For those committed to success, staying informed through market education and unbiased guidance is paramount. This realization has led an increasing number of individuals to integrate KPP Financial's 'InvestTalk' radio program and podcast into their investment strategies. InvestTalk, a daily program, delves into a ra ...
…
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Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
…
continue reading
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