MARCH BREAKFAST - BUILDING A LEGACY: TAX STRATEGIES AND ESTATE PLANNING FOR GENERATIONAL WEALTH
Schedule
Wed Mar 12 2025 at 08:30 am to 10:00 am
UTC-06:00Location
The River Club Boise | Garden City, ID
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As a real estate professional, you don’t just help clients buy and sell homes—you witness firsthand how real estate plays a role in building long-term wealth. The Generational Wealth Workshop is designed to help you better understand how your clients may choose to title their properties—whether in their personal name, a trust, or an LLC—and the implications of each choice. By gaining insight into asset protection, tax strategies, and estate planning, you’ll be equipped to recognize why a client might structure their real estate holdings in a certain way and how those decisions impact their long-term financial goals.This workshop covers how real estate investors, business owners, and families structure their assets to minimize taxes, reduce liability, and build long-term wealth. You’ll learn how trusts protect properties from probate, when LLCs make sense for rental investments, and how tax planning can impact your clients' real estate decisions. At the same time, you'll gain insights into structuring your own commissions and investments for maximum financial security and generational impact. Whether you're guiding a first-time homebuyer or working with seasoned investors, this workshop will help you serve your clients better—while ensuring your own success for years to come.
Sponsored by: Iron Creek Property Management
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Where is it happening?
The River Club Boise, 6515 W State Street,Garden City, Idaho, United StatesEvent Location & Nearby Stays:
