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§1031 Exchange Replacement Property Overview - DST Properties

4.4 (1035)

Jason Salmon

Kay Properties and Investments, LLC

Thursday, July 22, 2021 | 02:00 PM EDT

  • AFSP
  • CFEs
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • TEP
  • CTEC
  • CSA

1 Credit

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ ) (Approval No. GEHNZ-T-00214-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0221)

1 CE credit of Annual Filing Season program (AFSP)( IRS Approved : GEHNZ )

1 CPE credit for Certified Fraud Examiners (CFEs)

1 CPD credit (Verifiable) for Trust and Estate Practitioners (TEPs)

1 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00214-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00214-20-O)

1 CE credit for Certified Senior Advisor (CSA)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Aug 19, 2021 | 02:00 PM EDT Register
Sep 27, 2021 | 02:00 PM EDT Register

Course Description

A DST is a legally-recognized trust in which property is held, managed, and invested. DSTs allow investors to pool together their 1031 exchange proceeds into the trust, making it an attractive investment option. DSTs have become the investment vehicle of choice for syndicated IRC Section 1031 exchanges. DSTs can be used with many different classes of real estate assets, can accommodate a wide range of financing in place, and can be structured to have multiple assets. Nevertheless, the qualification of DST interests as replacement property for purposes of IRC Section 1031 is a complex subject, and DSTs that are not structured correctly may be a trap for the unwary investor.

Investors are able to 1031 exchange into multiple DST properties in an effort to lower the potential risks of real estate investing. Typical minimum investments are $100k and asset classes range from multifamily apartments, triple net lease properties (NNN), medical office properties, and all-cash/debt-free properties.

This online CPE webinar covers following key topics:

  • Frequently asked questions regarding DST 1031 replacement properties
  • Leveraging with DST properties as well as all-cash/debt-free DST properties for 1031 exchanges
  • DST 1031 property case studies and Examples

Learning Objectives

  • To identify how DST properties are structured
  • To recall how DST properties work
  • To identify various types of DST properties available in today’s market
  • Due diligence in selecting DST properties and what DST properties to avoid at all costs

Who Should Attend?

  • California Registered Tax Professional
  • Certified Fraud Examiner
  • Certified Senior Advisor
  • Certified Valuation Analysts
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Senior Accountant
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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(
    [no_of_record] => 1035
    [average] => 4.4019
)
 

4.4

(1035)
54%
36%
8%
2%
1%

EB

Great presentation on 1031 Exchanges, especially the part about DST exchanges - who would have thought? This could be very exciting for clients not interested in investing in "real" real estate, but investing in an exchange with multiple REIT's! The tax treatment is much better for DST's than actual sales of real estate property too! Good show!

RK

Excellent presentation & handouts! Jason addressed a lot of the issues regarding 1031 exchanges.

AV

This was a really interesting webinar. I did not have much knowledge on this topic and the presenter did an excellent job. I found this to be extremely interesting and highly recommend.

MF

Been in the tax industry for many years. And this is one of the subjects it bothers me the most. Webinar did help make it a little bit more clear to me thank you so much for your presentation

SG

It is evident that Jason Salmon has a ga solid expertise in this topic (1031 exchange & DST properties). The information was timely and effectively presented. He also showed a sincere desire to help anyone wanting to help their clients with this type of exchange.

MJJ

Most interesting. For an individual with rentals that he's tired of handling, this sounds like a great resolution. --Or he can contribute cash.