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

Wicked Pissah Podcast

English - November 14, 2023 12:20 - 1 hour - 89.7 MB - ★★★★★ - 8 ratings
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Previous Episode: #177 - Beyond Finance: Planning for your life in Retirement

Next Episode: #179 - Balancing Act: Thriving as a Financial Advisor with Jennifer Gray

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/