--- title: Capital Events Summit 2026 description: The Capital Events Summit is an invitation-only breakfast panel discussion for real estate owners, business owners, investors, and advisors focused on planning and decision-making around significant capital transactions. image: https://blog.wealthstonegroup.com/hubfs/WS-CapitalEvents-1.jpg --- - Client Portal [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Gold-Logo-1")](https://www.wealthstonegroup.com/) [![Wealthstone-logo-gold](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png "Wealthstone-logo-gold")](https://blog.wealthstonegroup.com/) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - 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Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e) [Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) - [About](https://www.wealthstonegroup.com/about) - [Real Estate](https://www.wealthstonegroup.com/real-estate) - [1031 Exchanges](https://www.wealthstonegroup.com/real-estate/1031-exchanges) - [1033 Exchanges](https://www.wealthstonegroup.com/real-estate/1033-exchanges) - [721 Exchanges](https://www.wealthstonegroup.com/real-estate/721-exchanges) - [Delaware Statutory Trusts](https://www.wealthstonegroup.com/real-estate/delaware-statutory-trusts) - [Qualified Opportunity Zones](https://www.wealthstonegroup.com/real-estate/qualified-opportunity-zones) - [Private Real Estate Investments](https://www.wealthstonegroup.com/real-estate/private-real-estate-investments) - [Wealth Management](https://www.wealthstonegroup.com/services) - [Investment Management](https://www.wealthstonegroup.com/services/investment-management) - [Alternative Investments](https://www.wealthstonegroup.com/services/alternative-investments) - [Retirement Income](https://www.wealthstonegroup.com/services/retirement-income) - [Tax Mitigation](https://www.wealthstonegroup.com/services/tax-mitigation) - [Wealth Preservation](https://www.wealthstonegroup.com/services/wealth-preservation) - [Business Exit Planning & ESOPs](https://www.wealthstonegroup.com/services/business-exit-planning-esops) - Resources - [Insights](https://blog.wealthstonegroup.com/insights) - [Commentary](https://blog.wealthstonegroup.com/commentary) - [Library](https://www.wealthstonegroup.com/library) - [Events](https://blog.wealthstonegroup.com/events) - [Videos](https://www.wealthstonegroup.com/videos) - [Contact](https://www.wealthstonegroup.com/contact) [![View Properties](https://no-cache.hubspot.com/cta/default/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e.png)](https://cta-redirect.hubspot.com/cta/redirect/44709168/47dd736a-2645-40ed-92a8-f366b8bf509e)[Schedule a Call](https://www.wealthstonegroup.com/schedule-a-call) Events # Capital Events Summit 2026 In collaboration with: Cantor Fitzgerald and Falcon Rappaport Berkman The **Capital Events Summit** is an invitation-only breakfast panel discussion for real estate owners, business owners, investors, and advisors focused on planning and decision-making around significant capital transactions. The program centers on recent tax law changes affecting real estate and business sales, execution risks that commonly impact transaction outcomes, and how technology and AI are shaping advisory decision-making today. ### **Event Details** **When:** Thursday, March 19 8:30 AM – 11:00 AM **Where:** Cantor Fitzgerald 499 Park Ave, 3rd Floor New York, NY 10022 ### **Agenda - Panel Discussions** **1. Tax Law Changes & Planning Considerations** **When Selling Real Estate and Businesses** This panel examines how recent tax law changes, including OBBBA-related updates, are reshaping planning considerations when selling commercial real estate or closely held businesses. Discussion includes: - What OBBBA-driven changes mean for real estate owners and business sellers heading into 2026 and beyond - How strategies like 1031 Exchanges, QOZs, Bonus Depreciation, QSBS, and Charitable & Trust Planning are being used in today’s environment. - How pre-sale planning decisions influence tax outcomes and long-term flexibility - Where planning gaps most often emerge when tax considerations are addressed too late **2. Where Deals Break and Why the Best Advisors See It Coming** This panel examines where real estate and business transactions most often break down and how experienced advisors identify risk before it becomes visible to the client. Discussion includes: - Hidden friction points that derail value late in a transaction - How tax, legal, and investment decisions collide under time pressure - Where advisors unintentionally work at cross-purposes - What experienced deal teams do differently to preserve leverage and optionality **3. AI, Technology & the Future of Advisory Decision-Making** As transactions and client needs become more complex, advisory firms are reassessing how major decisions are evaluated, communicated, and executed This panel explores how technology and AI are being used today to support better decision-making. Discussion includes: - How advisors are using AI and technology to improve analysis and judgment - Where technology is improving efficiency, clarity, and client experience - The realities of implementation, cost, and internal adoption - The importance of responsible AI use within advisory firms - What these changes mean for clients and for the advisory profession going forward ### Event Speakers: [Alberto Sinesi](https://blog.wealthstonegroup.com/events/linkedin.com/in/alberto-sinesi-b86531a) ![Screenshot 2026-02-17 at 9.23.37 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.23.37%20AM.png?width=546&height=572&name=Screenshot%202026-02-17%20at%209.23.37%20AM.png) Alberto Sinesi Partner [![pkf](https://blog.wealthstonegroup.com/hs-fs/hubfs/pkf.jpeg?width=339&height=149&name=pkf.jpeg)](https://www.pkfib.com/people/alberto-sinesi/) [Eric Brecher](https://www.cdec1031.com/our-team/eric-brecher.html) ![Screenshot 2026-02-17 at 9.44.49 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.44.49%20AM.png?width=702&height=706&name=Screenshot%202026-02-17%20at%209.44.49%20AM.png) Eric Brecher Executive Director [![Screenshot 2026-02-17 at 9.46.33 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.46.33%20AM.png?width=536&height=182&name=Screenshot%202026-02-17%20at%209.46.33%20AM.png)](https://www.cdec1031.com/our-team/eric-brecher.html) [Eric Roth](https://www.nmrk.com/people/eric-roth) ![Roth\_Eric](https://blog.wealthstonegroup.com/hubfs/Roth_Eric.avif) Eric Roth Senior Managing Director [![newmark](https://blog.wealthstonegroup.com/hs-fs/hubfs/newmark.png?width=567&height=89&name=newmark.png)](https://www.nmrk.com/people/eric-roth) [Jim King](https://www.aprio.com/people/jim-king/) ![Screenshot 2026-02-17 at 9.23.01 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.23.01%20AM.png?width=546&height=572&name=Screenshot%202026-02-17%20at%209.23.01%20AM.png) Jim King Partner, Real Estate [![aprio](https://blog.wealthstonegroup.com/hs-fs/hubfs/aprio.png?width=357&height=141&name=aprio.png)](https://www.aprio.com/people/jim-king/) [Louis Tucci](https://www.wealthstonegroup.com/about) ![Louis Tucci ](https://blog.wealthstonegroup.com/hs-fs/hubfs/Lou%20Headshot-2.png?width=276&height=306&name=Lou%20Headshot-2.png) Louis Tucci Partner, Sr Investment Advisor [![www.wealthstonegroup.comhs-fshubfsGold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/social-suggested-images/www.wealthstonegroup.comhs-fshubfsGold-Logo-1.png?width=2000&height=380&name=www.wealthstonegroup.comhs-fshubfsGold-Logo-1.png)](https://www.wealthstonegroup.com/about) [Matthew Rappaport](https://frblaw.com/professionals/matthew-e-rappaport/) ![Screenshot 2026-02-17 at 9.36.28 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.36.28%20AM.png?width=830&height=834&name=Screenshot%202026-02-17%20at%209.36.28%20AM.png) Matthew Rappaport Vice Managing Partner, Taxation ![Screenshot 2026-02-17 at 9.34.30 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.34.30%20AM.png?width=400&height=129&name=Screenshot%202026-02-17%20at%209.34.30%20AM.png) [Michael Fishbein](https://www.atherialcapital.com/) ![mike headshot 121825](https://blog.wealthstonegroup.com/hs-fs/hubfs/mike%20headshot%20121825.png?width=2500&height=2500&name=mike%20headshot%20121825.png) Michael Fishbein Founder ![Screenshot 2026-02-25 at 10.00.33 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-25%20at%2010.00.33%20AM.png?width=364&height=92&name=Screenshot%202026-02-25%20at%2010.00.33%20AM.png) [Michael Underhill](https://www.cantorfitzgerald.com/) ![Michael-D.-Underhill-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Michael-D.-Underhill-1.jpg?width=350&height=350&name=Michael-D.-Underhill-1.jpg) Michael Underhill Chief Investment Officer, Cantor Fitzgerald Infrastructure ![Cantor\_Fitzgerald\_logo-2](https://blog.wealthstonegroup.com/hs-fs/hubfs/Cantor_Fitzgerald_logo-2.png?width=450&height=153&name=Cantor_Fitzgerald_logo-2.png) [Moish Peltz](https://frblaw.com/professionals/moish-e-peltz/) ![Screenshot 2026-02-17 at 9.37.58 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.37.58%20AM.png?width=830&height=834&name=Screenshot%202026-02-17%20at%209.37.58%20AM.png) Moish Peltz Co-Managing Partner, Digital Assets ![Screenshot 2026-02-17 at 9.34.30 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.34.30%20AM.png?width=566&height=182&name=Screenshot%202026-02-17%20at%209.34.30%20AM.png) [Paulo Aguilar](https://www.wealthstonegroup.com/about) ![Paulo - Headshot2](https://blog.wealthstonegroup.com/hs-fs/hubfs/Paulo%20-%20Headshot2.jpeg?width=476&height=476&name=Paulo%20-%20Headshot2.jpeg) Paulo Aguilar Partner, Sr Investment Advisor [![Gold-Logo-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Gold-Logo-1.png?width=2000&height=380&name=Gold-Logo-1.png)](https://www.wealthstonegroup.com/about) [Robert Burke](https://www.cantorfitzgerald.com/) ![Robert-Burke](https://blog.wealthstonegroup.com/hs-fs/hubfs/Robert-Burke.webp?width=350&height=350&name=Robert-Burke.webp) Robert Burke National Sales Director, Private Markets ![Cantor\_Fitzgerald\_logo-2](https://blog.wealthstonegroup.com/hs-fs/hubfs/Cantor_Fitzgerald_logo-2.png?width=450&height=153&name=Cantor_Fitzgerald_logo-2.png) [Suzanne Thau](https://ssrga.com/attorney/suzanne-thau/) ![Screenshot 2026-02-17 at 9.57.35 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.57.35%20AM.png?width=1138&height=1142&name=Screenshot%202026-02-17%20at%209.57.35%20AM.png) Suzanne Thau Partner, Trust & Estates [![Screenshot 2026-02-17 at 9.41.53 AM](https://blog.wealthstonegroup.com/hs-fs/hubfs/Screenshot%202026-02-17%20at%209.41.53%20AM.png?width=400&height=141&name=Screenshot%202026-02-17%20at%209.41.53%20AM.png)](https://ssrga.com/attorney/suzanne-thau/) Topics: [Upcoming Event](https://blog.wealthstonegroup.com/events/tag/upcoming-event) #### Share this [Share on X](https://x.com/intent/post?url=https://blog.wealthstonegroup.com/events/capital-events-summit-2026&text=Capital+Events+Summit+2026) [Share on Facebook](https://www.facebook.com/sharer/sharer.php?u=https://blog.wealthstonegroup.com/events/capital-events-summit-2026&t=Capital+Events+Summit+2026) [Share on LinkedIn](https://www.linkedin.com/shareArticle?mini=true&url=https://blog.wealthstonegroup.com/events/capital-events-summit-2026&t=Capital+Events+Summit+2026) ### Register Here ![Wealthstone-Logo-GoldWhite-2-1](https://blog.wealthstonegroup.com/hs-fs/hubfs/Wealthstone-Logo-GoldWhite-2-1.png?width=50&height=50&name=Wealthstone-Logo-GoldWhite-2-1.png) Wealthstone Group is a wealth management firm focused on providing investment and financial guidance for successful business owners, real estate investors and affluent individuals. 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