Approved IAR CE Courses

This course explores the strategic use of oil and gas drilling programs, with a focus on tax planning opportunities available through working interest investments. Participants will learn the fundamentals of oil and gas investing, including ownership structures, intangible and tangible drilling cost deductions, depletion deductions, and key regulatory considerations. Through real-world case studies, attendees will examine how drilling programs may be used to offset ordinary and passive income in specific client situations. The course also addresses due diligence, portfolio positioning, compliance considerations, and implementation best practices for financial advisors. By the end of the session, participants will be better equipped to evaluate oil and gas drilling programs and determine when they may be appropriate within a client's broader financial strategy.

This course explores how life settlements can unlock hidden value for seniors and create new opportunities for investors. Participants will gain a clear understanding of how this unique market works, including the legal foundations, market growth, and the demographic trends driving demand. The session also examines different investment strategies, the benefits of vertical integration, and how companies like Lighthouse Life are shaping the future of the industry. At the end, attendees will have the knowledge to discuss life settlements confidently and recognize their role in a well-rounded financial strategy

This webinar explores tax-deferred strategies for owners of appreciated real estate, with a focus on Sections 1031 and 721. Participants will review common scenarios that may lead clients to consider these strategies, including concentrated real estate holdings, large capital gains, succession challenges, and a desire to move from active property management to a more passive investment structure. The program covers the basics of 1031 exchanges, Delaware Statutory Trusts, 721 contributions, and strategies that combine 1031 exchanges with 721 contributions. Through case studies and examples, the webinar also looks at diversification, tax-efficient distributions, and legacy planning considerations.

This course provides financial professionals with a clear, practical understanding of Collateralized Loan Obligations (CLOs) and their role in today's investment landscape. Participants will explore how CLOs are structured, managed, and analyzed, with a focus on the unique opportunities and risks associated with CLO equity. Through data-driven insights and a real-world case study, the session highlights how CLO investments can enhance portfolio diversification and generate income. By the end of the course, attendees will gain the knowledge and confidence to better evaluate and discuss CLO strategies with clients and colleagues.

This course gives a clear, practical look at structured notes, what they are, how they work, and where they can fit in a portfolio. Attendees will learn the basic building blocks of these investments and how they generate returns. We’ll also walk through the main risks, like credit and market risk, and talk about ways to manage them. The course covers how active management and thoughtful allocation can help improve outcomes for clients. By the end, attendees should feel more confident evaluating structured notes and deciding when they make sense to use.

This course explores the role of multifamily real estate within today’s economic and investment landscape. Participants will review key market trends affecting the sector, including demographic demand, housing affordability challenges, supply dynamics, and the impact of interest rates on real estate performance. The session also examines how multifamily housing compares to other asset classes in terms of diversification, volatility, and long-term investment potential. Through market analysis and case studies, attendees will gain a clearer understanding of the opportunities and risks associated with multifamily real estate investing in the current environment.