investments

OZ update webinar

Webinar- OZ UPDATE!! Final regulations for Opportunity Zones- Nancee Tegeder & Jillian Sidoti

Just before Christmas, the IRS “gifted” us almost 600 pages as the final regulations for Opportunity Zones. Tune in on January 28th for an update on the changes to the preliminary regulations. We will let you know about changes to the application of 1231 gains, defining a property as vacant, extended time periods for working …

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Brad Sumrok’s Rat Race To Retirement- Gene Trowbridge, ESQ. CCIM

What you’ll discover at Brad’s Weekend Training:  The 3-step wealth formula, you were never taught in school, that millionaires know.  Brad’s 3 little known rules for retiring early & permanently.  Brad’s own proven 12-step apartment buying process that will remove the fear of investing in your first few deals.  The special way Brad analyzes deals …

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Sign post with arrows pointing opposite ways. ONe sign labeled Return On, one sign labeled Return OF, with a sign in between labeled "Distributions"

Gene’s Most Asked Questions- Return “ON” vs Return “OF” and Other Accounting Issues

In syndication and crowdfunding offerings, clients and investors often ask about the differences between return “on” and return “of” when discussing cash distributions. Gene will give you a clear explanation of the importance of this distinction. The topic will also lead us into exploring the numbers that show up on the Investors’ K-1 delivered with their tax return.