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Tax Deferred Exchanges under I.R.C. §1033

  • Accountant
  • AFSP
  • CRTP
  • CPA (US)
  • EA
  • ORTP
  • MRTP
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

On the basis of IRC Section 1031, a properly structured 1031 exchange allows an investor to sell a property, to reinvest the proceeds in a new property, and to defer all capital gain taxes. This online webinar takes a comprehensive view of IRC §1033 and provides numerous insights that are practically applicable for the practitioners. 

Key Topics Covered in this online CPE webinar:

  • Electing §1033
  • Like-kind vs. similar usage
  • Taxation of conversion proceeds
  • Tax deferral solutions
  • Use of Form 1040 and amended returns to attract new clients

In this webinar, the speaker will emphasis on:

  • The practical uses of the 1033 tax code
  • How to grow your practice with your new knowledge.

In this free online CPE webinar the speaker will review the following points:

  • The basic rules and procedures of IRC §1033
  • Involuntary Conversions
  • How CPAs can grow their practice through its use

Learning Objectives

  • To take an overview of the IRC §1033
  • To identify which are the requirements for Replacement of Property
  • To recognize the replacement period
  • To explore the election of §1033
  • To identify and explore about Delaware Statutory Trusts

Recommended For

  • All CPAs who would like to learn the basic principals of 1033 tax deferred exchanges in order to best advise their clients.

Who Should Attend?

  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Enrolled Agent
  • Financial Planner
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Personal Financial Specialist (PFS)
  • Tax Accountant (Industry)
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPD Credit of Fundamental Financial Planning Concepts for Personal Financial Specialist (PFS)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00340-20-O)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0344)
  • 1 CE Credit of Taxes for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00340-20-O)
  • 1 CE Credit of Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00340-20-O)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
  • Advance Preparation :


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:


MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor ID# : 6273) has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, toll-free by phone at (877) 850-2832, or on the Internet at


About Presenter

Daniel Raupp

Partner, Fortitude Investment Group, LLC.

“Under Daniel's guidance since 2000, Fortitude Investment Group, LLC has guided clients into over $1 billion worth of securitized real estate investment offerings directly and indirectly, in both the DSTs for 1031 Exchanges and REITs. In the areas of real estate, tax advantaged investments, insurance, retirement, and estate planning, he is able to set up comprehensive, individually tailored client portfolios designed to help manage market volatility and maximize income potential without undue risk. Inspired by his father's dedication to customer service and hard work, Daniel directs a range of strategic initiatives in the ?rm to successfully leverage core competencies in tax efficient investing, alternative investments, and operational excellence to create customer value. His credentials include a Series 7 General Securities Representative (GS) License, Series 24 Principal of General Representatives License, Series 63 Uniform Securities Agent License, and a Life/Accident and Health Agent License.”

Dan offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Fortitude Investment Group is independent of CIS, both of whom are independent of myCPE.”

About Company

Fortitude Investment Group, LLC.

“Fortitude Investment Group was founded in 2002 by Daniel Raupp, Jeffrey Kiesnoski & Jon Paul Cirelli. With offices located in New York, New Jersey, Florida, & California, Fortitude Investment Group works with real estate investors on a national level to provide comprehensive solutions with regards to their 1031 exchanges and overall financial plan. As independent representatives, Fortitude has access to major real estate institution that creates Delaware Statutory Trust’s (DST’s) for real estate investors that seek passive solutions for their exchanges.


FAQs content

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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review


1337 Ratings



Very Good









Sarah Rabito, EA

Dec 14th, 2020

I love myCPE. The courses are well presented and relevant and there's always a seminar to take! Its great to know I can get all that information by sitting at my desk in my office and still gain the knowledge I need to do my job and how to better my growing business. There is so much information out there sometimes its hard to know where to look and it's nice to know that there are webinars out there to help!


Shondae Legrand, CPA (US)

Dec 15th, 2020

This webinar was just what I needed to refresh my knowledge before the busy season. It did a great job in identifying the points I need to be aware of in case the subject presents itself to me in the future. The webinar kept my full attention, an hour is perfect for me. And I appreciated the fact that it didn't go into too many small details, which can take away from the webinar as a whole. Thank you.


Lawrence Sam, EA

Nov 12th, 2020

This seminar was fantastic! I have always been intimidated by section 1033 because it is hard to understand, but our presenter was outstanding and I learned a lot about the subject. I have to say that now I understand what these exchanges are all about. Who knows? I may be inspired to become an expert in the subject! Great job! Thanks for the information.


Patricia Masullo Withus, AFSP

Dec 14th, 2020

I truthfully had not thought too much about Involuntary Conversions, so the presentation was informative and well presented CPE course I have attended. The information was thorough and provided an excellent mix of technical knowledge and resources for further research. I can't say enough good things about Daniel's presentation skills and knowledge


Richard Maethner, CPA (US)

Dec 14th, 2020

In just one short hour, I learned the basics of Sec 1033 and its pitfalls. This was actually more than I thought I'd get from an hour course, but Daniel was a very effective presenter and communicated the topic in easy to understand terms. I will definitely attend more my-CPE courses in the future.

Tax Deferred Exchanges under I.R.C. §1033


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