SponsorCloud

Maximizing pass-through rental losses can unlock valuable tax savings for investors in real estate funds and syndications.

This webinar will break down the key hurdles investors face when utilizing pass-through rental losses and provide actionable strategies to optimize deductions.

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#### **What You’ll Learn:**

📍 **Understanding Pass-Through Rental Losses:** How real estate fund structures impact tax treatment.

📍 **Key Investor Challenges:** Navigating basis rules, at-risk limitations, real estate professional status, and passive activity loss restrictions.

📍 **Optimizing Your Tax Strategy:** Practical steps to adjust basis, qualify for deductions, and align passive losses with passive income.

We will also be covering a Real-World Case Study, a breakdown of how an investor maximized tax benefits despite common limitations.

Whether you're a real estate investor, fund manager, or tax professional, this session will help you navigate the complexities of pass-through losses and ensure you're not leaving money on the table.


Unlocking Pass-Through Rental Losses in Real Estate Funds 

Tax season is a critical opportunity to strengthen trust and build lasting relationships with your investors and CPAs.

This webinar will equip you with practical strategies and tools to save time, improve communication, and deliver a seamless experience.

**What You’ll Learn:**

*   **Set clear expectations for K1 deliverability:** Reduce uncertainty and keep investors informed.
*   **Streamline tax workflows with the K1 Tracker:** Simplify data collection, ensure accurate investor profiles, and eliminate repetitive communication.
*   **Enhance investor relationships:** Use better tools to communicate transparently and differentiate your portal from the competition.

**Why Attend?**

*   Avoid common tax season pitfalls and improve operational efficiency.
*   Gain insights into best practices that build investor trust and goodwill.
*   Discover how our latest tools can save you time and enhance your portal’s value.

**Register Now to Reserve Your Spot**

📅 **When:** Jan 23rd

⏰ **Time:** 12:00 PM ET

🌐 **Where:** Online


Unlocking Pass-Through Rental Losses in Real Estate Funds

Optimize Your Workflow For a Stress-Free Tax Season