Capital Gains Tax Strategies
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Capital Gains Tax Strategies

Learn the many tax strategy alternatives

When: January 8, 2015
2:00 to 3:30 PM
Where: Orlando Regional REALTOR® Association
1330 Lee Road
Orlando, Florida  32810
United States
Contact: Professional Development

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Learn the many tax strategy alternatives

The issue of capital gain taxes must be addressed when planning to sell or dispose of real estate, a business, or other highly appreciated property. Sorting through all of the various tax-deferral and tax-exclusion strategies can be very confusing. This tax expert will cover the tax controlled installment sale strategy and much more.

The instructor will cover...

    • Planning strategies
    • Design considerations
    • Qualified applications
    • Transaction mechanics
    • Current economic and demographic climate significance
    • Case reviews
    • Taxation review
    • Restriction review
    • IRC review for substitution of obligators
    • Alternative Minimum Tax (AMT) option review


David L. Zammit received his MBA from Valdosta State University in 1988 and has worked in a variety of financial and operational strategic roles for the past 26 years. During his time in Fort Myers, he developed a relationship with Alliance Financial Group who was interested in his background and experience in the financial and strategic environment. This experience has converted to seamlessly assist the many clients that receive strategic and financial services from Alliance Financial Group.



January 8, 2015
2:00-3:30 p.m.
Check-in begins at 1:30 p.m.

ORRA Members: $10
Non-ORRA Members: $25
On-site: + $15



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Business casual attire requested for educational programs.

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