Tax Strategy Foundation for Limited Partners (LPs)
Everything you need to know to gain clarity and minimize taxes when investing in real estate syndicates and funds.
Why enroll in Tax Strategy Foundation for Limited Partners (LPs)?
Are you a limited partner (LP) investing in the dynamic world of real estate syndication and funds?
Navigating the intricate landscape of jargon, legal documents, and taxes can often feel like deciphering a complex code.
Tax Strategy Foundation for Limited Partners (LPs) has been meticulously crafted to be your guiding light through this intricate maze - empowering you with the knowledge and tools you need to make informed decisions and unlock the full potential of your investments.
Led by industry experts with extensive experience in real estate syndication and taxes, this course distills years of knowledge into digestible, actionable insights.
Don't let confusion or uncertainty hold you back from realizing the full potential of your investments...
Enroll in this course today and embark on a journey toward financial clarity, savvy decision-making, and a stronger, more secure investment future - your journey to mastering the art of limited partnership taxation starts here.
Key Outcomes:
This is a no-nonsense course that will give you clarity and practical tips to minimize taxes when investing in real estate syndicates & funds.
In the course we cover:
- An overview of key real estate syndication & fund terminology, structures, and benefits.
- A walkthrough of common legal documents, including PPMs, operating and subscription agreements, and investor questionnaires for clarity on what to expect.
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A walkthrough of syndication and fund tax documents, including federal and state K-1s.
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Strategies on how to minimize taxes throughout the life and sale of syndication and funds.
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The top 10 questions to ask a sponsor before investing.
By the end of this course, you will have clarity on syndication and fund tax issues and how to minimize taxes when investing as a limited partner (LP).
Tools & Checklists include:
- 5 Things LPs Should Know When Investing in a Real Estate Syndication & Funds
- Commonly Asked Questions by Limited Partners
- How to Interpret Schedule K-1
Bonuses include:
- Accredited vs. Nonaccredited Investors
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Can LPs 1031 exchange into real estate syndicates and funds?
- An interview with Jim Pfiefer from Left Field Investors on how to evaluate syndication opportunities.
Meet Your Instructor
Kaylyn Deaver, CPA is a Tax Manager who works with real estate syndicates and funds to cut through the complexities of the tax code and produce favorable outcomes for their investors.
Over her tax career, she has been instrumental in crafting operating agreements (OAs), private placement memorandums (PPMs), and waterfall structures – all designed to optimize tax efficiency.
Now she's ready to use her experience to help limited partners gain clarity and minimize taxes so they can invest confidently.
FAQs
Who is this course for?
This course is for limited partners (LPs), or aspiring LPs, who invest in real estate syndicates and funds and are looking for clarity on related tax issues and strategies to minimize taxes over the life of their investments.
Who should NOT buy this course?
Anyone not interested in investing in real estate syndicates and funds as an LP
What is a limited partner (LP)?
An LP is a passive investor (e.g. "silent partner") in a real estate investing partnership. LPs provide investment capital while General Partners (GPs) are responsible for putting together the transaction and managing the day-to-day operations.
Should I take this course if I haven't invested in a real estate syndicate or fund yet?
If you're seriously considering investing in a real estate syndicate or fund, then yes. Gaining clarity on common terminology, legal documents, and taxes can lead to better investment decisions that align with your goals.
How long do I have access to the course content?
You will have lifetime access.
Is this course on demand?
Yes, this course is available 24/7, 365 days per year.
How long is the course?
The course is about 3-4 hours long.
What level of tax education do I need before joining this course?
You do not need prior tax knowledge or experience to get value out of this course. This course is designed for real estate investors who are trying to learn the ins and outs of investing in syndicates and funds.
What if I have questions?
We encourage you to join Tax Smart Insiders community which includes a private forum and monthly Live Q&As where you can ask questions and get answers from our team of real estate tax experts.
You can start your 14-day trial on the checkout page.
How much does it cost?
Tax Strategy Foundation for LPs is only $247 (20x less than 1-1 tax planning)
Do you offer a guarantee?
As is the nature of our profession, we cannot guarantee results. However, we do have a refund policy that we're happy to honor. If you're not satisfied and request a refund, in writing, within 72 hours of purchasing the course, we will refund the cost.
