CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

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

4.6 (290)

Jeffrey Bangerter

Bangerter Financial Services, Inc

Thursday, April 29, 2021 | 03:00 PM EDT

  • AFSP
  • CPA
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • 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-00148-20-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0157)

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

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

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00148-20-O)

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00148-20-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Course Description

ADVANCE 1031 EXCHANGE FOR CPAs & ACCOUNTANTS WITH ACCREDITED INVESTOR CLIENTS
This Online CPE Webinar 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 Online CPE 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 online CPE webinar covers following key topics:

  • 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.
  • To identify the latest exchange trends affecting investors in the current investment market.
  • To identify various options available to investor under DST
  • Process of Due Diligence of DST, Qualified intermediary and others.

Who Should Attend?

  • California Registered Tax Professional
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Specialist
  • Trust & Estate Tax Professional
  • Young CPA

Testimonial

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(
    [no_of_record] => 290
    [average] => 4.5621
)
 

4.6

(290)
70%
19%
10%
1%
1%

SH

The topic more complex than many. The presenter did a very nice job of explaining the complexity in a clear manner.

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."

JT

Loved it

MZ

Excellent presentation & presenter Thank you

MB

This was a very informative webinar. I was not aware of a product such as this.

VC

Interesting.