CPE PACKAGES (Incl. Ethics) for Multiple States and Qualifications @ $4/credit. CLICK HERE to view.

1031 Exchanges From Tax Savings to Wealth Creation: Accountants, CFO, Controllers, CPAs, & Tax Pros

1031 Exchanges From Tax Savings to Wealth Creation: Accountants, CFO, Controllers, CPAs, & Tax Pros

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-00239-20-S)

1 CE credit of Federal Tax Subjects for California Tax Professionals (CTEC Approved - 6273) (Approval No. 6273-CE-0246)

1 CE credit of Federal Tax Law for 2021 Annual Filing Season Certificate program( IRS Approved : GEHNZ )

1 CE credit of Federal Tax for Oregon Tax Preparers (Approval No. GEHNZ-T-00239-20-S)

1 CE credit of Federal Tax for Maryland Tax Preparers (Approval No. GEHNZ-T-00239-20-S)

1 CE credit of Tax Planning for all CFPs (CFP Board Approved : 8061) (Approval No. 293748)

1 General Educational credit for Tax Professionals / Bookkeepers / Accountants

You need to register for the webinar to watch the video.

Click Here to Register

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

Overview

  • IRC 1031
    6 mins
  • State and Local Taxes
    11 mins
  • Identification of right Qualified Intermediary
    16 mins
  • Identification Rules for Qualified Intermediary
    24 mins
  • Real Estate Re-Investment Options
    32 mins
  • How to Achieve Full Deferral of Taxes
    38 mins
  • The Exchange Equation
    42 mins
  • What is a DST?
    45 mins
  • Due Diligence - Potential Tax Efficiency - Diversification
    49 mins
  • Some potential benefits of DST's
    52 mins

Course Description

“Investing in cash flowing rents isn’t just about the cashflow. Savvy investors also use appreciation to make potential leaps in net worth when they exchange them for bigger properties in tax deferred ways using a 1031 exchange. As 1031 exchanges may help build generational wealth potential, this free CPE webinar covers the basic rules and steps you need to complete a 1031 exchange

A tax deferred 1031 exchange can be have powerful wealth building potential, as it enables you to defer capital gains tax and depreciation recapture by reinvesting the proceeds from the sale of investment property into replacement property, thus preserving wealth in your estate. That’s why accountants, CPA’s and tax professional soften deal with clients that hold real estate investments that would cause significant tax liabilities if they are sold without a 1031 exchange. Failure to meet requirements can result in immediate tax liabilities and associated penalties.”

This webinar will help you learn :

  • The fundamentals of the 1031 exchange tax code & tax planning around it
  • Introduction of alternative avenues for replacement property, the Delaware Statutory Trust.
  • Like-kind & Qualified Use?
  • Partnership Issues

“There are real estate investors who would choose to hold a property rather than sell it with significant tax liabilities. As an Accountant/CPA/Tax professional/CFO/Controller you know this quite well. This is where 1031 exchange comes in. This webinar will strengthen your basics of 1031 exchanges so that you can help your clients & business benefit from it and potentially reduce, defer or avoid their tax consequences.”

Learning Objectives

  • To identify & understand what a 1031 exchange is
  • To recognize the benefits of doing a 1031 exchange
  • To identify the timeline and process of a 1031 exchange
  • To identify & learn about Delaware Statutory Trusts

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Certified Public Accountant
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Director
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Attorney
  • Tax Director (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Professionals
  • Tax Pros
  • Young CPA

Testimonial

4.5

(308)
63%
29%
7%
0%
1%

RF

n/a

AK

Fantastic

RS

Good

LE

I thought that the webinar was very thorough and covered all of the important aspects of a 1031 exchange.

KM

Such a great course! Great introduction/review of 1031 exchanges for non-tax professionals like myself. Very informative!

KM

Great