Lunch & Learn Virtual CE Series, 11:00 am - 1:00 pm
Provided by Platinum Partners MLG Capital and First Trust
Virtual CE Session I: 11:00 am
Topic: Achieving Passivity Through 721 Contributions in Private Real Estate Vehicles
Speaker: Billy Fox, CPA President & Principal MLG Capital Nathan Clayberg Senior Vice President MLG Capital
Description: This session is designed for advisors seeking to transition from active management to a hands-off, income-generating strategy—without triggering a substantial tax liability. Learn how Section 721 exchanges can enable you to contribute appreciated real estate into private REITs or real estate partnerships, defer capital gains taxes, and maintain equity participation—all while gaining the freedom and scalability of passive ownership. Don’t miss this opportunity to elevate your investment strategy with advanced tax-efficient tools.
Learning Objectives: (1) Tax Deferred Exchange; (2) Simplifying Estate Plans; (3) Minority Partner Discounts; (4) Tax-Advantaged Income/Fresh Cost Basis; (5) Diversification; (6) 1031 Exchange.
Virtual CE Session II: 12:00 pm
Topic: Volatility has Arrived
Speaker: Bryce Gill, Economist, First Trust
Description: In this session, Bryce will provide an in-depth economic update focused on globalization, supply chains, and reshoring, examining their impact on inflation. He will also discuss current trends in government budgets and deficits and their implications for the broader economy.
Learning Objectives:
*Understand how globalization trends, supply chain shifts, and reshoring efforts are influencing inflation dynamics.
*Gain insight into current fiscal conditions.
*Learn how global trade realignment may impact U.S. economic growth and market outlook.
*Explore potential implications for interest rates, business costs, and long-term investment strategies.
About the Speaker: Bryce is an Economist and is part of the First Trust Economics Team that Bloomberg has ranked as one of the top forecasters of the U.S. economy over the past several years. At First Trust, Bryce is responsible for analyzing economic indicators, writing economic commentaries and producing articles on the First Trust Economics Blog. He is also one of First Trust’s national speakers, traveling around the U.S. to present timely information on the economy and financial markets to both professional and everyday investors. Cogent’s 2017 Survey of Advisors rated First Trust’s thought leadership material as number one for most read and most shared by financial professionals with colleagues or clients. Bryce is based in First Trust’s Austin, TX office and received an MBA from the University of Texas McCombs School of Business and a BA in Economics from Miami University (Ohio).
Questions: Contact Sarah at admin@austinfpa.org.