Overview
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State and Local Taxes
11 mins
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Identification of right Qualified Intermediary
16 mins
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Identification Rules for Qualified Intermediary
24 mins
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Real Estate Re-Investment Options
32 mins
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How to Achieve Full Deferral of Taxes
38 mins
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The Exchange Equation
42 mins
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Due Diligence - Potential Tax Efficiency - Diversification
49 mins
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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
Recommended For
- All CPAs who would like to learn the basic principals of 1031 tax deferred exchanges in order to best advise their clients.
Who Should Attend?
- Accountant
- Accounting Firm
- Accounting Managers
- Accounting Practice Owners
- Accounts Director
- Bookkeeper
- Certified Public Accountant (CPA)
- 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