1031 Exchanges From Tax Savings to Wealth Creation: Accountants, CFO, Controllers, CPAs, & Tax Pros 1 Credit
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“Investing in cash flowing rents isn’t just about the cashflow. Savvy investors also use appreciation to make potential leaps in net worth when they exchange them for bigger properties in tax deferred ways using a 1031 exchange. As 1031 exchanges may help build generational wealth potential, this free CPE webinar covers the basic rules and steps you need to complete a 1031 exchange
A tax deferred 1031 exchange can be have powerful wealth building potential, 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 wealth in your estate. That’s why accountants, CPA’s and tax professional soften deal with clients that hold real estate investments that would cause significant tax liabilities if they are sold without a 1031 exchange. Failure to meet requirements can result in immediate tax liabilities and associated penalties.”
This webinar will help you learn :
“There are real estate investors who would choose to hold a property rather than sell it with significant tax liabilities. As an Accountant/CPA/Tax professional/CFO/Controller you know this quite well. This is where 1031 exchange comes in. This webinar will strengthen your basics of 1031 exchanges so that you can help your clients & business benefit from it and potentially reduce, defer or avoid their tax consequences.”
| License details | Credits | Status |
|---|---|---|
| Taxes for Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00239-20-S) | 1 CE | Approved |
| Federal tax-related matters for Annual Filing Season Program (AFSP) | 2 CE | Approved |
| Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0246) | 1 CE | Approved |
| Estate Planning for Personal Financial Specialist (PFS) | 1 CPD | Eligible |
| Taxes for Chartered Financial Analyst (CFA) | 1 PL | Eligible |
| Taxes for Chartered Financial Consultant (ChFC) | 1 CE | Eligible |
| Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00239-20-S) | 1 CE | Approved |
| Qualified Retirement Plan Matters for Enrolled Retirement Plan Agent (ERPA) (Approval No. GEHNZ-Q-01227-22-S) | 1 CE | Approved |
| Certified Wealth Strategist (CWS) | 1 CE | Eligible |
| Trust and Estate Practitioners (TEP) | 1 CPD | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 1 CE | Eligible |
| Taxes for Retirement Income Certified Professional (RICP) | 1 CE | Eligible |
| Federal tax-related matters for LTC (Approval No. GEHNZ-T-00239-20-S) | 1 CE | Eligible |
| Taxes for Wealth Management Certified Professional (WMCP) | 1 CE | Eligible |
| Taxes for Financial Services Certified Professional (FSCP) | 1 CE | Eligible |
| Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00239-20-S) | 1 CE | Approved |
| Financial aspects of estate and retirement planning for Certified Senior Advisor (CSA) | 1 CE | Eligible |
| Taxes for Chartered Special Needs Consultant (ChSNC) | 1 CE | Eligible |
| Taxes for Chartered Advisor in Senior Living (CASL) | 1 CE | Eligible |
| Taxes for CIPM | 1 PL | Eligible |
Credit
Course Level
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Pre-requisites
Advance Preparation
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“Under Daniel's guidance since 2000, Fortitude Investment Group, LLC has guided clients into over $1 billion worth of securitized real estate investment offerings directly and indirectly, in both the DSTs for 1031 Exchanges and REITs. In the areas of real estate, tax advantaged investments, insurance, retirement, and estate planning, he is able to set up comprehensive, individually tailored client portfolios designed to help manage market volatility and maximize income potential without undue risk. Inspired by his father's dedication to customer service and hard work, Daniel directs a range of strategic initiatives in the ?rm to successfully leverage core competencies in tax efficient investing, alternative investments, and operational excellence to create customer value. His credentials include a Series 7 General Securities Representative (GS) License, Series 24 Principal of General Representatives License, Series 63 Uniform Securities Agent License, and a Life/Accident and Health Agent License.”
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MH
A really interesting webinar. I was unaware of this process and the instructor did a great job explaining the advantages of 1031 exchanges with real life examples.
KSK
Great presentation. It is very informative and interesting. I enjoy learning something new. It is organized and easy to understand. Thank you.
.webp "Annual Federal Tax Update - Individuals (Form 1040)")
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