Overview
When landlord clients sell, the 45/180 clock starts—and every missed day risks dollars lost to the IRS. Without a plan, proceeds stall, boot creeps in, and expectations collapse. This CE-eligible webcast provides RIAs with a compliance-ready, repeatable playbook for keeping assets invested, avoiding unnecessary taxes, meeting ID rules, and setting client expectations. The goal is simple: protect capital, defer taxes, and make RIAs look good.
You’ll leave with:
- A 45/180 checklist & fit chart for DST vs 721 decisions
- A ready-to-send client script & prospecting email
- A compliance-friendly billing framework to retain AUM