CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

Capital Gain Strategy Series – 1031/DST Exchanges - Qualified Opportunity Zone

  • AFSP
  • CPA (US)
  • CFA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CTEC
  • CSA
Qualified Opportunity Zone Or 1031 Exchange CPE

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-00634-21-O)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0601)

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

1 PL credit for Chartered Financial Analyst (CFAs)

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

1 CPD credit (Verifiable) for CPA/PFS

1 CE credit of Estate or Investment Planning for Maryland Tax Preparers (Approval No. GEHNZ-T-00634-21-O)

1 CE credit for Certified Senior Advisor (CSA)

1 CE credit of Federal Tax Related Matters for Oregon Tax Preparers (Approval No. GEHNZ-T-00634-21-O)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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(1)

Oct 25, 2021 | 09:00 AM EDT View Details

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Oct 25, 2021 | 09:00 AM EDT View Details

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Corporate External Financial Reporting Decisions

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Basis Calculations & Distributions For Pass-thru Entity Owners Schedule K-1 Analysis (Latest)

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Basic Concepts of Fixed Asset Accounting

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Excel Accountant: Internal Control

(6)

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Real Estate Tax Strategies: Cost Recovery, Partial Dispositions, Removal Cost, Int. Deductions, Repairs & Capital Improvements

(20)

Oct 25, 2021 | 10:00 AM EDT View Details

The Structure and Organization of the IRS

(745)

Oct 25, 2021 | 10:00 AM EDT View Details

Federal Tax Update – Individual & Business Current Developments

(11)

Oct 25, 2021 | 10:00 AM EDT View Details

IRS Form 1099 Reporting Req. including updates on FORM 1099-NEC (LATEST 2021)

(272)

Oct 25, 2021 | 10:00 AM EDT View Details

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(9)

Oct 25, 2021 | 10:30 AM EDT View Details

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Oct 25, 2021 | 10:30 AM EDT View Details

Course Description

Successful investors are continually learning and adapting to new technologies, commercial real estate trends, and investment strategies. Educated investors put their knowledge to work to preserve and grow capital. Our goal is to help all investors stay educated by providing straightforward, unbiased 1031 exchange information.

Understanding 1031 Exchange Information Helps Educated Investors Grow Portfolios!

1031s Exchanges have been around for 100 years.Today it is well known for permitting tax deferral on investment real estate sales so long as all the IRS criteria is met.

A tax-deferred 1031 exchange can have a 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.”

In this CE course you will learn how Delaware Statutory Trust (DST) properties qualify as like kind property and how they can help defer Capital Gains Taxes.  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.

There is also some BONUS CONTENT for you– The speakers for this continuing education course will also discuss how Opportunity Zone Funds can offer potentially defer Capital Gain Proceeds from any sale (not just real estate).

Major topics covered in this online CPE course:

  • What is a Section 1031 exchange?
  • What is a DST?
  • What are the benefits of investing in a DST?
  • Who should consider a DST investment?
  • How opportunity zone funds can defer capital gain proceeds

Click here to access CE courses on Latest Tax Updates

Learning Objectives

  • To describe How DSTs work, what is a Qualified Intermediary, Opportunity Zones and 1031 Exchanges?   
  • To evaluate strategies that can be used to help your clients defer Capital Gain Taxes.

Who Should Attend?

  • Accountant
  • Annual Filing Season Program
  • California Registered Tax Professional
  • Certified Public Accountant
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Private Wealth Advisor
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Trust & Estate Tax Professional
  • Wealth Management Advisor
  • Wealth Planner
  • Young CPA

Testimonial

4.6

(130)
67%
28%
5%
0%
0%

EH

Great material. Covered well, for an hour-long course.

MM

Great presentation.

MM

Great and very informative webinar!

MZ

greatly appreciate this webinar

BK

Great and applicable content.

CC

This class brought some enlightened knowledge to the 1031 rules.