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Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Solutions for CPAs with Accredited Investor Clients

  • AFSP
  • CPA (US)
  • CVA
  • EA
  • Tax Preparer
  • CPA/PFS
  • TEP
  • CRTP
  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Course Description

ADVANCE 1031 EXCHANGE
This presentation will discuss the basics of the 1031 process, a brief history and overview of DSTs, why taxpayers exchange into fractional ownership programs, who might be appropriate for DSTs, choosing a Qualified Intermediary, understanding the identification rules, and tax considerations when realizing a gain on the sale of real property. Delaware Statutory Trust (DST) properties are considered “like-kind” replacement property pursuant to IRC Revenue Ruling 2004-86. The DST has become the vehicle of choice for fractionalized 1031 exchange properties. Investors are able to 1031 exchange into multiple DST properties in an effort to lower the potential risks of real estate investing. Typical minimum investments are $100k and asset classes range from multifamily apartments, triple net lease properties (NNN), medical office properties, and all-cash/debt-free properties.

The course will go over frequently asked questions regarding DST 1031 and also will real-world case studies of the client making an investment in different scenarios. We will cover using leverage with DST properties as well as all-cash/debt-free DST properties for 1031 exchanges. Course attendees will also be able to see various DST 1031property case studies and example properties. This webinar will cover

  • Overview of DST
  • Inceptions & Lifecycle of DST
  • What Accredited Investor Client is trying to Accomplish and Options Available to them.
  • Case Studies of Investments in DST covering different scenarios
  • Process and Due Diligence of DST
  • DST FAQs

Learning Objectives

  • How DST properties are structured & How they work.
  • Types of DST properties available in today’s market.
  • Identify the latest exchange trends affecting investors in the current investment market.
  • Identify various options available to investor under DST
  • Process of Due Diligence of DST, Qualified intermediary and others.

Who Should Attend?

  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Enrolled Agent
  • Entrepreneurial CPA
  • Tax Firm
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CE Credit for Annual Filing Season Program (AFSP)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0157)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0157)
  • 1 CE Credit of Federal Tax Related Matters for California Registered Tax Preparers(CRTP) (Approval No. 6273-CE-0157)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CPE Credit of Taxes for Certified Public Accountants (CPA-US)
  • 1 CE Credit of Taxes for Enrolled Agents (EA) (Approval No. GEHNZ-T-00148-20-O)
  • 1 CPD Credit for Personal Financial Specialist (PFS)
  • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00148-20-O)
  • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00148-20-O)
  • 1 CE Credit of Taxes for Tax Professionals (Approval No. GEHNZ-T-00148-20-O)
  • 1 CPD Credit for Trust and Estate Practitioners (TEP)
  • 1 CPE Credit for Certified Management Accountants
  • 1 CPE Credit for Certified Valuation Analyst (CVA)

Presenter

About Presenter

Jeffrey Bangerter

President Bangerter Financial Services, Inc

Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to be able to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent and has his Real Estate License.

We empower clients with knowledge to help make smart informed choices as they enter their Golden Years, we make things easy to understand so it becomes clear the direction that should be taken. Our goal is to help people maximize social security, create incomes, provide professional money management, protect your assets from long term care. Our clients know we have a commitment to provide the best solution for their individual situation utilizing our Social Security Planning and Retirement Planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has been seen frequently on Sacramento’s ABC and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.

OUR IDEAL CLIENTS:

… want a work optional lifestyle.

... want to pay less taxes.

… are concerned about outliving their income.

… want to protect their assets.

… want to leave a legacy.

… want to sleep comfortably with no worries about their investments or retirement.

… are fun!

Jeffrey has been a resident of Orangevale, CA for over 25 years. When not helping clients increase their confidence about their financial futures, he enjoys boating with his children and grandchildren, traveling, learning something new or spending time with his wife on their Harley.

About Company

Bangerter Financial Services, Inc

www.bangerterfinancial.com

We at Bangerter Financial Services desire to know and understand your financial objectives and then provide you with the highest quality of information, service, and products to help you reach your goals. Our commitment to our clients is based on the relationship we form with them, both professionally and personally. We provide frequent, consistent contact with our clients to educate and inform them so that proper decisions can be made going forth. We engage with our clients on a regular basis as a result of the numerous social events we host during the year. We offer all of our knowledge and experience to keep our clients focused on a disciplined approach to realizing their dreams.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4.6

1365 Ratings

Excellent

911

Very Good

358

Average

76

Poor

10

Terrible

10

ML

Margaret Lorren, CPA (US)

Jan 26th, 2021

This was an excellent presentation! With over 35 years in practice, the 1031 exchange has been a great tool for my clients. The DST adds a new dimension.

SH

Sheri Henson, ACCT/BK, CPA (US)

Sep 3rd, 2020

The topic more complex than many. The presenter did a very nice job of explaining the complexity in a clear manner.

BHB

Beth Harper Briglia, CPA (US)

Jun 1st, 2020

Jefferey did a really great job and provided us with scenarios related to the DST and, helped me be engaged in the training even if the topic was little bit technical. He made the topic seem very interesting for the listeners."

EFB

Emmet Ferdinand Bayog, CPA (US)

May 30th, 2020

I loved Jeff's enthusiasm and delivery of the valuable content! He has a way to make DST information interesting! Will definitely share my experience with my colleagues

BT

Brett Thompson, ACCT/BK

May 29th, 2020

Excellent webinar to help us understand such complex issues. Information presented in such a manner that it seems very interesting for the listeners. Jeff shared a lots of important information on DST guidelines. Highly recommended.

Advanced 1031 Exchange and Delaware Statutory Trusts: Tax Solutions for CPAs with Accredited Investor Clients

FREE

1 Credit

Subject Area

Taxes

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