#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank episode artwork

EPISODE · Nov 14, 2023 · 1H 5M

#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank

from Wicked Pissah Podcast · host Financial Planning Association of New England

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 [email protected] https://www.linkedin.com/in/jay-frank-b52b624/   Allan Sheahan, CFP® Senior Vice President - Regional Director Cantor Fitzgerald Asset Management [email protected] (mobile) 785-221-1202 / (text) 617-371-8303 https://www.linkedin.com/in/allan-sheahan-cfp%C2%AE-06b895158/

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#178 - Creating Tax Alpha- Cantor Fitzgerald's Jay Frank

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