Live real estate and tax strategy webinars in Raleigh, Charlotte, Knoxville and Chicago
Knowledge is power. Action turns it into opportunity.
Our goal is to give you the knowledge to recognize opportunities and the insight to know when to act.
LiveInteractive webinar series
Presented by
The Good. The Bad. The Ugly.
This isn’t a typical webinar.
Whether you own a home, invest in rentals or are planning your next move, it’s an open conversation about what’s happening in your local market, what’s working, where people struggle and what to think through before your next move. Each city has its own hosts: a local real estate pro alongside the Golden Tree tax and wealth team. Ask a question, share an opinion or bring a real experience.
ScriptsSales pitches- Just real stories, real questions, real conversations.
Pick your city
Every market is different. Choose yours to see your hosts and the next session.
What we’ll talk about
Starting points, not an agenda. The conversation goes where your questions take it.
Real estate decisions
With your local real estate host
- You have a low mortgage rate. Can you afford to move, and does it make sense?
- Is the equity in your home working for you?
- Should you sell your property or keep it as a rental?
- Is a property manager worth the cost?
- Renovate, move or build an addition?
- The biggest lessons from buying, renovating, renting and selling.
Capital Architecture™ and tax
With Erik and Laura of Golden Tree
- How should your real estate be owned and structured?
- What tax exposure comes with selling an investment or appreciated property?
- How do you plan for capital gains before a sale instead of after?
- How can trusts and estate planning support family and asset protection?
- What should you know about inheritance and transferring property?
- Are your CPA, attorney and financial advisor working from the same plan?
Before and after
Real projects from our hosts. Drag the slider to see the difference.
Bring yours.
Every session makes room for the people in it. Come ready with one of these.
What’s your biggest real estate question?
What lesson did you learn the hard way?
What decision are you facing right now?
Save your seat
Choose your city and add your email to get the meeting link.