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
