TAX DEFERRED EXCHANGES UNDER I.R.C. §1033

4.7 (21)

Daniel Raupp

Fortitude Investment Group, LLC.

  • AFSP
  • CPA Canada
  • CPA

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Before starting this self study program, please go through the instructional document.

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?

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

Testimonial

4.7

(21)
76%
19%
5%
0%
0%