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

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

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-00340-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0344)

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

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00340-20-S)

1 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 292378)

1 CE credit of Practitioner Ethics for Maryland Tax Preparers (Approval No. GEHNZ-T-00340-20-S)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Click Here to Register

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?

  • Accountant
  • Accounting Firm
  • Bookkeepers & Accountants & Tax Preparers
  • California Registered Tax Professional
  • 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

Testimonial

4.5

(191)
62%
29%
9%
0%
0%

KS

Interesting tool similar to 1031

KM

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.

RM

I learned new strategies for the 1031/1033 exchange.

TN

great class

RS

Good

WO

Excellent