Tips & Techniques for Helping Fee-Only Planners Evaluate Rental Property for Clients - NAPFA Credit

C-Investments

Bob Morrison

Published: 10/16/2021

Recorded at the NAPFA Fall 2021 National Conference.

Description:

How do you respond when clients ask if they should invest in real estate? Attend this program to learn about the advantages and disadvantages of investing in rental properties, and how to determine if the client’s current situation or proposed deal makes sense from a business and financial planning perspective, as well as how, and if, it fits into their asset mix.  The session includes a discussion of the perception that real estate is currently overpriced.

Learning Objectives:

• Learn how to quantify whether a particular rental situation is poor, acceptable, or excellent for a client.
• Understand the tax benefits and pitfalls of investing in real estate.
• Learn the estate planning benefits of real estate investments.

Speaker Bio:

Known for his outgoing personality and passion for client advocacy, Bob Morrison founded Downing Street Wealth Management to provide comprehensive, client-centered financial planning and wealth management.

In serving his clients, Bob, a CPA/PFS, CFP, draws on long experience and deep knowledge in the business and financial sectors. His background includes positions with Deloitte & Touche LLP as well as Fortune 500 companies JD Edwards, EnCana Oil & Gas and USAA, the financial services company. At USAA, Bob was an Executive Director and one of the youngest-ever members of the Executive Management Group. Today, not only is Bob a CPA, he is also a Certified Financial Planner.

Bob graduated Summa Cum Laude, with a degree in accounting, from Metropolitan State College, in Denver. He received numerous academic honors, including the prestigious President's Award, which is given to the college's top graduate and is equivalent to the Valedictorian. He was also the top graduate from Metropolitan State College's School of Business and has received the Colorado Society of CPAs' Gold Key Award. The award is presented annually to the top accounting graduate from each of the accredited business schools in Colorado.

An avid bicyclist, Bob has completed the challenging Ride the Rockies annual bicycle tour for ten straight years.

1 NAPFA CE in C – Investments will be posted in your NAPFA CE record after watching this recording.

After purchase, you may access your recorded course under the My Webinars link on your My Account page of the NAPFA website for the next 90 days.