The Real Estate Investors’ Tax Secrets Roundtable

Your 2026 Guide to Smarter Property Ownership

Welcome to a one-of-a-kind event for all U.S. real estate investors…

Watch to learn how our faculty of seasoned advisers and consultants work to reshape the tax profile of their clients’ real estate holdings in 2026.

John Parise

Wealth manager (40+ yrs), family governance & trust design. Managing Partner, Copper Beech Financial Group

Michael Parise, Esq.

Estate-focused tax attorney; trusts, gifting, and planning. President, Copper Beech Financial Group

Vanessa Wallace Clunies

Real-estate tax consultant; TPR compliance, cost segregation, and Form 3115 method changes. CFO & COO, Tangible Property

HOSTED BY Alex Daley

Managing Director, WorthNet

And, don’t forget to download the companion report, which outlines important details on the benefits and potential drawbacks of the different strategies discussed in the webinar.

Get the Report:

WorthNet’s Guide to U.S. Real Estate Tax Strategies
by Michael J. Parise, Esq., tax attorney at Copper Beech Financial Group

Download My Free Report Now

Chapters

00:00 – Welcome & Who This Helps
05:10 – Cost Segregation & Bonus Depreciation
17:40 – The 2015 Rule (Applied Correctly)
28:15 – Active vs. Passive; Family Management Companies
36:00 – Trust Design for Property Owners; Valuation Discounts
48:25 – Grantor vs. Non-Grantor; Reducing Trust-Level Tax Drag
56:30 – Wrappers Inside Trusts; Access via Loans
1:06:00 – The “Estate Bank” Model + Governance
1:14:39 – Key Takeaways & Planning Your Next Move

Ready to take the next step?

If what you heard today sparked questions about your own properties or tax plan, the next move is simple: schedule a confidential, no-obligation conversation with Copper Beech Financial Group — one of WorthNet’s independent partner advisers.

For more than four decades, the team at Copper Beech has helped families and business owners structure real-estate wealth so it can grow efficiently, transfer smoothly, and stay protected for generations.

WorthNet’s invitation-only network is built for investors who value experience and highly personalized guidance. Participation in Copper Beech’s private advisory practice is limited; new engagements typically begin at $1 million+ in investable assets and are accepted only as capacity allows.

If you meet that threshold and would like to explore a fit, we invite you to request an introduction through WorthNet below.

Ready to Connect with Copper Beech?

Let’s Get Started.

Last Revised: December 3, 2025

Educational only; not tax, legal, or investment advice. Examples are illustrative; outcomes depend on individual circumstances.

The views and opinions expressed by guest speakers or authors are their own, do not necessarily represent the views of WorthNet, and are subject to change without notice. From time to time, WorthNet features partner advisers pursuant to promotional agreements. Partner advisers who enter into such agreements are clients of WorthNet, which creates a material conflict of interest because WorthNet has a financial incentive to promote its partner advisers. The guest is affiliated with a partner adviser of WorthNet. The guest stands to benefit directly or indirectly from this article. This relationship creates a material conflict of interest, as the guest may benefit from referrals or increased visibility through WorthNet. This content is intended solely for general informational and educational purposes; it does not constitute investment advice, a recommendation, or a solicitation to buy or sell any security.

Copper Beech Disclosures: Securities offered through Osaic Wealth, Inc., member FINRA/SIPC. Investment advisory services offered through Copper Beech Financial Group, LLC, an SEC-registered investment adviser. Additional advisory services may be offered through Copper Beech Financial Group. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Copper Beech is not affiliated with Osaic Wealth, Inc. Neither Osaic Wealth, Inc., nor its representatives provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professional before making any decisions. These opinions are subject to change at any time without notice. Any comments or postings are provided for informational purposes only and do not constitute an offer or a recommendation to buy or sell securities or other financial instruments.

Ready to Find a Financial Adviser Tailored to You?

Let’s Get Started.

We partner exclusively with seasoned professionals, so you’ll never have to worry about being matched with a shop still learning the ropes. Our network of advisers are licensed and registered specialists, all with a passion for their area of financial strategy and management. For each client, we strive to connect you, through our automated algorithm, with the partner adviser best matched with your goals.

Already Have a Preferred WorthNet Adviser?

It's Easy:

1

Answer a Few Questions
Share some basic information about your goals, challenges, and priorities so we can help you find an adviser well-suited to your needs. If we don’t have one that fits, we’ll tell you that, too.
2

Review Your Matched Adviser
We’ll introduce you to your carefully selected, pre-vetted partner. Learn more about them and get ready for your first conversation.
3

Schedule Your Intro Call
Your matched adviser will reach out to schedule a complimentary introductory call. During this session, you'll build on your shared information, discuss your goals in more detail, ask questions, and explore how they can support your financial journey. It’s a simple, no-obligation way to take the next step toward your financial future.

Holding Ourselves to the Highest Standard

As a registered investment adviser, WorthNet has a fiduciary duty to you. We work diligently to build a trusted adviser network – not an advertising platform that sells your information to the highest bidder. We are held to stringent and important regulatory standards, much like the advisers we recommend.