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1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS

4.6 (171)

Daniel Raupp, Financial Advisor

Fortitude Investment Group, LLC.

Tuesday, November 26, 2019 | 02:30 PM EDT

  • AFSP
  • CPA Canada
  • CPA

1 Credit

FREE

Subject Area

Taxes

Upcoming Webinars

Course Description

A tax-deferred 1031 exchange can be a powerful wealth-building tool as it enables you to defer capital gains tax and depreciation recapture by reinvesting the proceeds from the sale of investment property into replacement property, thus preserving significant wealth in your estate. And that’s why accountants, CPAs and Tax Professionals often deal with clients that hold real estate investments that would cause significant tax liabilities if they are sold without a 1031 exchange. Here failure to meet requirements can result in immediate tax liabilities and associated penalties. This webinar will help you learn the fundamentals of the 1031 exchange tax code & tax planning around it & also introduce an alternative avenues for replacement property, the Delaware Statutory Trust.

Learning Objectives

  • Understand what a 1031 exchange is.
  • Learn the benefits of doing a 1031 exchange.
  • Understand the timeline and process of a 1031 exchange.
  • Learn about Delaware Statutory Trusts

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Finance Director
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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    [average] => 4.6433
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4.6

(171)
74%
19%
5%
0%
2%

MM

I really enjoyed the content of this webinar. It provides a great overview of the 1031 process, some of the major caveats, and an alternative option; the DST. Thanks!