Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

4.6 (951)

Jeffrey Bangerter

Bangerter Financial Services, Inc

Thursday, March 25, 2021 | 02:00 PM EST

  • CPA
  • EA
  • CTEC
  • TAX PROS
  • PFS
  • AFSP

Credits: 1 CPE | 1 CE

FREE

Subject Area

Taxes

Webinar Qualifies For

1 CPE credit of Taxes for all CPAs

1 CPD credit (Verifiable) for Personal Financial Specialists (PFS)

1 CE credit of Federal Tax for Oregon Tax Preparers

1 CE credit of Federal Tax for Maryland Tax Preparers

1 CE credit of Federal Tax for Enrolled Agents ( IRS Approved : GEHNZ )

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

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Jan 26, 2021 | 02:00 PM EST Register
Feb 10, 2021 | 12:00 PM EST Register
Feb 25, 2021 | 12:00 PM EST Register
Mar 09, 2021 | 12:00 PM EST Register

Course Description

ADVANCE 1031 EXCHANGE FOR CPAs & ACCOUNTANTS WITH ACCREDITED INVESTOR CLIENTS
This presentation will discuss the basics of the 1031 process, a brief history and overview of DSTs, why taxpayers exchange into fractional ownership programs, who might be appropriate for DSTs, choosing a Qualified Intermediary, understanding the identification rules, and tax considerations when realizing a gain on the sale of real property. Delaware Statutory Trust (DST) properties are considered “like-kind” replacement property pursuant to IRC Revenue Ruling 2004-86. The DST has become the vehicle of choice for fractionalized 1031 exchange properties. 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.

The course will go over frequently asked questions regarding DST 1031 and also will real-world case studies of the client making an investment in different scenarios. We will cover using leverage with DST properties as well as all-cash/debt-free DST properties for 1031 exchanges. Course attendees will also be able to see various DST 1031property case studies and example properties. This webinar will cover

  • Overview of DST
  • Inceptions & Lifecycle of DST
  • What Accredited Investor Client is trying to Accomplish and Options Available to them.
  • Case Studies of Investments in DST covering different scenarios
  • Process and Due Diligence of DST
  • DST FAQs

Learning Objectives

  • How DST properties are structured & How they work.
  • Types of DST properties available in today’s market.
  • Identify the latest exchange trends affecting investors in the current investment market.
  • Identify various options available to investor under DST
  • Process of Due Diligence of DST, Qualified intermediary and others.

Who Should Attend?

  • Enrolled Agent
  • Tax Practitioners
  • CPA - Small Firm
  • CPA - Mid Size Firm
  • CPA - Large Firm
  • Tax Pros
  • Tax Firm
  • Young CPA
  • CPA in Business
  • Entrepreneurial CPA
  • Tax Preparer

Testimonial

4.6

(951)
67%
26%
5%
1%
1%

BHB

Jefferey did a really great job and provided us with scenarios related to the DST and, helped me be engaged in the training even if the topic was little bit technical. He made the topic seem very interesting for the listeners."

EFB

I loved Jeff's enthusiasm and delivery of the valuable content! He has a way to make DST information interesting! Will definitely share my experience with my colleagues

MB

Exceptional course. In just 1 hours, Jeff was able to give a "big picture" look of DST concepts. Well worth the time even if you don't deal with property taxes on a regular basis."

AC

great seminar

LM

1 CPE 1 Meal love it!!

KM

Great