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

  • Accountant
  • AFSP
  • CRTP
  • CFP (US)
  • CGFM
  • CPA (US)
  • EA
  • ORTP
  • CPA/PFS
  • ChFC
  • MRTP
  • FSCP
  • CASL
  • ChSNC
  • RICP
  • WMCP
  • CFIRS
  • CWS

Published: January, 2022

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  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Agenda
    6 mins
  • Similar Usage Vs. Like-Kind Usage
    9 mins
  • Replacement Periods
    15 mins
  • Internal Revenue Code 1033 Other Provisions Special Rules
    19 mins
  • Taxation of Award Proceeds
    26 mins
  • Tax-Free Proceeds
    32 mins
  • Types of DST Assets
    38 mins
  • Potential Benefits of DST's
    44 mins
  • Potential Risks of DST's
    47 mins

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 webinar takes a comprehensive view of IRC §1033 and provides numerous insights that are practically applicable for the practitioners. 

Key Topics Covered:

  • 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 emphases on:

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

The webinar will review:

  • 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • Certified Financial Planner
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Oregon Tax Preparers
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Professionals
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Federal tax-related matters for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Tax Planning for Certified Financial Planner (US) (Approval No. 292378)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookeeper
  • 1 CE Credit of Federal tax-related matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0344)
  • 1 CE Credit of Federal tax-related matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00340-20-S)
  • 1 CE Credit of Federal tax-related matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00340-20-S)
  • 1 CPD Credit of Taxes for Personal Financial Specialist (PFS)
  • 1 CE Credit of Federal tax-related matters for Enrolled Agents (EA) (Approval No. GEHNZ-T-00340-20-S)
  • 1 CPE Credit for Certified Government Financial Manager (CGFM)
  • 1 CPE Credit of Taxes for Chartered Financial Consultant (ChFC)
  • 1 CPE Credit of Taxes for Financial Services Certified Professional (FSCP)
  • 1 CPE Credit of Taxes for Chartered Advisor in Senior Living (CASL)
  • 1 CPE Credit of Taxes for Chartered Special Needs Consultant (ChSNC)
  • 1 CPE Credit of Taxes for Retirement Income Certified Professional (RICP)
  • 1 CPE Credit of Taxes for Wealth Management Certified Professional (WMCP)

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

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.

NASBA APPROVED

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: www.NASBARegistry.org.

CTEC APPROVED

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 www.ctec.org.

Presenter

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.

www.fortitudeinvestments.com

“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.

Faq

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

4.6

526 Ratings

Excellent

325

Very Good

168

Average

32

Poor

1

Terrible

0

KM

Kelsey Mason, CPA (US)

Jul 10th, 2021

Great course! The presenter - Daniel Raupp - is an excellent teacher! He gives brief explanations that help you learn exactly what you need to. He is also very knowledgeable. I truly learned the material in this course and understood it.

ER

Edmund Ricker, CFP (US), EA

Dec 6th, 2021

Great webinar full of useful information that I can apply to my clients situations.

DS

Dale Scrimger, CPA (US)

Aug 6th, 2022

The real life examples and the simplification of the material

AL

Amanda Liddell

Dec 29th, 2021

Great experience and could understand the course outline.

LV

Lynn Votow

Jul 3rd, 2022

learning material was very helpful and right on target.

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