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myCPE

Tax Deferred Exchanges under I.R.C. §1033 1 Credit

Apr 21, 2021, 11:00 AM ET

Tax Deferred Exchanges under I.R.C. §1033 1 Credit

  • Rating

    4.5
  • Published on

    December, 1969
  • Subject Area

    Taxes

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Apr 21, 2021, 11:00 AM ET

Learning Objective

  • 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

Course Overview

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

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00340-20-O) 1 CE Approved
Taxes for Annual Filing Season Program (AFSP) 1 CE Approved
Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0344) 1 CE Approved
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00340-20-O) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00340-20-O) 1 CE Approved
License details Credits Status
Taxes for Certified Public Accountants (CPA-US) 1 CPE Approved
Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00340-20-O) 1 CE Approved
Taxes for Annual Filing Season Program (AFSP) 1 CE Approved
Federal Tax Related Matters for California Registered Tax Preparers (CRTP) (Approval No. 6273-CE-0344) 1 CE Approved
Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. GEHNZ-T-00340-20-O) 1 CE Approved
Certified Wealth Strategist (CWS) 1 CE Eligible
Certified Fiduciary and Investment Risk Specialist (CFIRS) 1 CE Eligible
Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00340-20-O) 1 CE Approved

Additional Information

Credit

1

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

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 aintenance 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.

About Instructor

Daniel Raupp - Expert Speaker on Tax and Accounting | My-CPE
Daniel Raupp

Partner, Fortitude Investment Group, LLC.

  • 4.5
  • rating
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  • rating

“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.”


On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

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Sarah Rabito, EA
5

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!

SL

Shondae Legrand, CPA (US)
5

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.

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