Being informed stands at the forefront of Asset Strategy’s belief in financial wellness. We offer events on a wide variety of topics designed to touch on the unique needs of different financial situations. You may learn about recent market overviews, real estate material, tax strategies, and so much more. Explore our upcoming events below.
When: Wednesday, September 28th, 2022 at Noon or Thursday, September 29th at 4 PM Where: Asset Strategy Corporate Headquarters (Natick, MA) 24 Superior Dr., Ste 101 Natick MA 01760-1535 Tired of being a landlord? Are you interested in selling your investment property but are concerned about triggering taxes and replacing the income? Join Asset Strategy […]
When: Wednesday, September 28th, 2022 at Noon or Thursday, September 29th at 4 PM Where: Asset Strategy Corporate Headquarters (Natick, MA) 24 Superior Dr., Ste 101 Natick MA 01760-1535 Tired of being a landlord? Are you interested in selling your investment property but are concerned about triggering taxes and replacing the income? Join Asset Strategy […]
When: Thursday, October 13, 2022 at 1 PM ET Where: Virtual Zoom The volatility of the first half continued through the close of the third quarter. Markets continue to remain concerned about economic growth, inflation, and the Federal Reserve. Out of the three, inflation remains the biggest wild card and will garner most of the […]
When: Thursday, October 27th, 2022 at 6:00 PM Where: Hopkinton Country Club 204 Saddle Hill Rd, Hopkinton, MA 01748 REGISTRATION CLOSED Tired of being a landlord? Are you interested in selling your investment property but are concerned about triggering taxes and replacing the income? Join Asset Strategy at a complimentary event to learn more about […]
This course gives an overview of the fundamentals of IRC Section 1031 for real property and how DSTs (Delaware Statutory Trusts) can be used as part or all of a 1031 solution. This presentation will discuss the basics of the 1031 process, provide a brief history and overview of DSTs, and why taxpayers may or […]
This course gives an overview of the fundamentals of IRC Section 1031 for real property and how DSTs (Delaware Statutory Trusts) can be used as part or all of a 1031 solution. This presentation will discuss the basics of the 1031 process, provide a brief history and overview of DSTs, and why taxpayers may or […]
This course gives an overview of the fundamentals of IRC Section 1031 for real property and how DSTs (Delaware Statutory Trusts) can be used as part or all of a 1031 solution. This presentation will discuss the basics of the 1031 process, provide a brief history and overview of DSTs, and why taxpayers may or […]
When: Friday, January 13, 2023 at 1 PM ET Where: Virtual Zoom From a stocks and bonds point of view, thankfully 2022 is over. Last year marked one of the worst years for stocks and bonds and, therefore, for diversified portfolios. At year-end markets continued to remain concerned about economic growth, inflation, and the Federal […]
Introduction to 1031 Exchanges and DSTs Over 100 years ago Internal Revenue Code 1031 (IRC§1031) was legislated into law with the Revenue Act of 1921. While it has undergone various iterations over the subsequent decades, the spirit of the code remains. The code states ‘no gain or loss shall be recognized on the exchange of […]
John Hancock Vitality Webinar w. Asset Strategy In today’s world, safeguarding loved ones and staying healthy is a top priority, and there is a one-of-a-kind life insurance that is proven to help you do both. In partnership with John Hancock Vitality, Asset Strategy is excited to offer financial protection you may need for your family, […]
Tax Deferral Strategies for Landlords, CPAs, Estate Planning Attorneys and Investors Join us for our Tax Deferral Strategy webinar as we give an overview of the fundamentals of IRC Section 1031 for real property and how DSTs (Delaware Statutory Trusts) can be used as part or all of a 1031 solution. This webinar will discuss: […]
Personal Security Insights: Proven Strategies for Safeguarding Your Wealth and Family Join us for a Cyber & Personal Security webinar! Some Key Personal Security Topics Include: Make Yourself a Difficult […]
