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

4.5 (1288)

Daniel Raupp

Fortitude Investment Group, LLC.

Friday, February 26, 2021 | 12:00 PM EDT

  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC

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-00239-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0246)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00239-20-O)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00239-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Aug 19, 2021 | 12:00 PM EDT Register

Course Description

“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 :

  • The fundamentals of the 1031 exchange tax code & tax planning around it
  • Introduction of alternative avenues for replacement property, the Delaware Statutory Trust.
  • Like-kind & Qualified Use?
  • Partnership Issues

“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.”

Learning Objectives

  • To identify & understand what a 1031 exchange is.
  • To recognize the benefits of doing a 1031 exchange.
  • To identify the timeline and process of a 1031 exchange.
  • To identify & learn about Delaware Statutory Trusts

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bookkeeper
  • Business Owner
  • CFO/Controller
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Entrepreneurial CPA
  • Finance Director
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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    [no_of_record] => 1288
    [average] => 4.5280
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4.5

(1288)
62%
31%
6%
1%
1%

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!

KS

It was about the subject as stated. It was for the most part easy to follow and understand. I learned more about 1031 property than I knew before the webinar. Thanks Daniel for the wonderful webinar

ND

I enjoyed the webinar. The content would have been helpful when I went through my 1031 exchange. There were so many questions I had at the time and this webinar would have eased my anxiety.

JB

This webinar was extremely informative. Although not related specifically to what I do, it was interesting from a personal finance/investment perspective.

DL

Very interesting content as well as important items to consider that could make or break the concept of a 1031 exchange

FK

The course is a good intro, into a field that not many people know about. I was hoping to get some industry expert insights to supplement my preexisting knowledge. Thanks!