NAEPC Webinar: Complimentary Sponsored Webinar: offered by MLG Capital - Solutions for Transitioning Real Estate Wealth & Important Tax Structuring Considerations
Presented by National Association of Estate Planners & Councils
Tuesday, December 19, 2023
2:00pm - 3:00pm ET
Speaker: Billy Fox, CPA, SVP and Rick Reuter, CPA Controller
MLG Capital will discuss strategies for transitioning real estate wealth to heirs and important tax structuring considerations. Actual case studies will be presented with the focus on preserving wealth, avoiding tax pitfalls, and setting heirs up to inherit professionally managed investments.
Billy Fox is a Senior Vice President at MLG Capital and is a member of the firm’s Operating Committee and Investment Committee. Billy has management responsibility over MLG Capital’s joint venture acquisitions and Legacy Fund contributions. Billy enjoys partnering with real estate sponsors to invest MLG Fund capital into special opportunities and partnering with high-net-worth owners of private real estate seeking a tax-deferred exit strategy.
Billy graduated from the University of Wisconsin – Madison with degrees in Real Estate and Accounting and his CPA. At MLG Capital, he works most closely with clients seeking a tax-deferred exit strategy from their real estate holdings.
Aside from work, Billy and his wife, Siena, cherish their time with their two lovely young children. He is always ready for a round of golf and loves to spend time in northern Wisconsin.
Rick Reuter is Senior Vice President and Controller at MLG Capital, as well as a member of the firm’s Operating Committee. He has management responsibility over MLG Capital’s accounting, investor reporting, fund administration, treasury, and tax functions. Rick also plays a key role in fund/investment structuring including the launch of the MLG Legacy Fund. He enjoys learning and applying the technical aspects of real estate and partnership taxation as well as finding ways to make processes more efficient while maintaining adequate internal controls.
Rick was a Top 10 Accounting Graduate at the University of Wisconsin-Madison where he received his Bachelor of Business Administration and Master of Accountancy degrees. He is also a Certified Public Accounting (CPA), Chartered Global Management Accountant (CGMA), and an Illinois CPA Excel Award Winner.
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The Robert G. Alexander Webinar Series
The Robert G. Alexander Webinar Series was launched in September 2013 to provide estate planners with accessible, high quality, multi-disciplinary and supplemental education. Programs typically take place on the second Wednesday of each month at 3:00 pm ET.
Not able to attend on the live date and time?
Register anyway! We'll send you a link to the webinar archive so you can view it at your own convenience.
Fees
Registration is available for individual webinars or by purchasing a yearly series subscription, which offers access to all of the programs scheduled during the calendar year for one discounted fee.
| Individual | Series | Type |
|---|---|---|
| $40 | $280 ($360 value) | Accredited Estate Planner® designee or Estate Planning Law Specialist certificant |
| $40 | $280 ($360 value) | Student (available to a student who is enrolled either full or part time in an undergraduate or graduate program, majoring in the disciplines of legal, accounting, trust, insurance/financial planning, or philanthropy) |
| $60 | $420 ($540 value) | Member of an affiliated local estate planning council or at-large member of NAEPC |
| $100 | $700 ($900 value) | Non-member |
| $250 | $1,125 ($2,250 value) | Council meeting / group gathering (one feed to be shown in a single location to a group that has gathered together) Additional feeds available for $25 per feed per webinar by contacting us after the initial registration. |
To Register
- Individual Program: Click on "register here" on the page associated with the program you will be attending live or on-demand.
- Series Subscription: REGISTER FOR THE SERIES. We will send you an email after your registration has been processed with instructions about how to obtain log-in credentials for each program.
For Our Councils
NAEPC understands that councils want and need compelling virtual programming options to supplement their regular calendar of events. To accommodate this need, NAEPC is offering affiliated councils on-demand* access to any four webinars for a reduced cost of $400. Choose the "Pro-Rated Group Gathering" option on the online registration form and we will contact you promptly for your selections and to provide the program links and accompanying materials.
Councils that wish to offer continuing education credit must become the provider with their state and/or governing body.
*NAEPC will provide a website link and password to the recorded version of each webinar you choose, which can be used to show the program to council members and guests who have gathered together in person or on a virtual meeting. Please allow up to three business days after the live webinar to receive the link to the recorded program.
Continuing Education Credit
Continuing education credit is available at most webinars for Accredited Estate Planner® designees. In addition, a general certificate of completion will be available for those who feel the program satisfies their continuing education requirements and are able to self-file. It is the responsibility of the attendee to determine whether their state, discipline, or designation will allow one to self-file for a distance-learning program. Please contact webinars@naepc.org prior to attending your first program if you have any questions with regard to the availability of credit.
Event Conduct Policy
By registering, all attendees agree to follow the NAEPC Event Conduct Policy at each webinar.
Questions
Download the handy webinar FAQ page, email us, or phone the national office at 866-226-2224.