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

4.5 (1231)

Daniel Raupp, Financial Advisor

Fortitude Investment Group, LLC.

Wednesday, October 30, 2019 | 10:30 AM EDT

  • AFSP
  • CPA
  • EA
  • Tax Preparer
  • CPA/PFS
  • CTEC

1 Credit

FREE

Subject Area

Taxes

Upcoming Webinars

Additional Dates

Jun 18, 2021 | 02:00 PM EDT Register

Course Description

A tax-deferred 1031 exchange can be a powerful wealth-building tool 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 significant wealth in your estate. And that’s why accountants, CPAs and Tax Professionals often deal with clients that hold real estate investments that would cause significant tax liabilities if they are sold without a 1031 exchange. Here 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 & also introduce an alternative avenues for replacement property, the Delaware Statutory Trust.

Learning Objectives

  • Understand what a 1031 exchange is.
  • Learn the benefits of doing a 1031 exchange.
  • Understand the timeline and process of a 1031 exchange.
  • Learn about Delaware Statutory Trusts

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounts Director
  • Business Owner
  • CFO/Controller
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Finance Pros
  • Senior Accountant
  • Tax Attorney
  • Tax Firm
  • Tax Practitioners
  • Tax Pros
  • VP Accounts
  • VP Finance
  • Young CPA

Testimonial

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(
    [no_of_record] => 1231
    [average] => 4.5345
)
 

4.5

(1231)
63%
30%
6%
1%
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!

KS

It was about the subject as stated. It was for the most part easy to follow and understand. I learned more about 1031 property than I knew before the webinar. Thanks Daniel for the wonderful webinar

ND

I enjoyed the webinar. The content would have been helpful when I went through my 1031 exchange. There were so many questions I had at the time and this webinar would have eased my anxiety.

JB

This webinar was extremely informative. Although not related specifically to what I do, it was interesting from a personal finance/investment perspective.

DL

Very interesting content as well as important items to consider that could make or break the concept of a 1031 exchange

FK

The course is a good intro, into a field that not many people know about. I was hoping to get some industry expert insights to supplement my preexisting knowledge. Thanks!