1031 EXCHANGES FROM TAX SAVINGS TO WEALTH CREATION: ACCOUNTANTS, CFO, CONTROLLERS, CPAS, & TAX PROS

4.7 (181)

Daniel Raupp

Fortitude Investment Group, LLC.

  • AFSP
  • CPA
  • EA
  • Tax Pros
  • CTEC

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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?

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

Testimonial

4.7

(181)
76%
17%
6%
0%
1%

MM

I really enjoyed the content of this webinar. It provides a great overview of the 1031 process, some of the major caveats, and an alternative option; the DST. Thanks!

SF

great

VS

Ok, Interesting webinar

CRC

Excellent presentation. Valuable material.

MH

A really interesting webinar. I was unaware of this process and the instructor did a great job explaining the advantages of 1031 exchanges with real life examples.

AC

great