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Navigating1031 exchangeright

NAVIGATING THE §1031 EXCHANGE PROCESS WITH DELAWARE STATUTORY TRUSTS

Cost Free
Presentation Length 1.5 hours

Recorded DateJune 18, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional
Small Business Owner
Series: Real Estate Taxation, CFOs and Controllers, Enrolled Agents, Taxes
Course Description

Navigating the 1031 Exchange Process with Delaware Statutory Trusts gives CPAs the fundamentals of IRS Section 1031 Exchange for real property and how Delaware Statutory Trusts (DSTs) are being utilized by taxpayers today. 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 gain on the sale of real property. Learn about the most recent activity in Washington regarding the 1031 Tax repeal issue.

Learn about current and past proposals that included total repeal or significant limitations to like-kind exchanges.

Learning Objectives

  • Learn the fundamentals of helping your clients through the exchange process safely and conservatively.

  • Learn four core reasons taxpayers exchange into DSTs.

  • Learn what qualifies as like-kind in a 1031 exchange.

  • Learn about the role of a qualified intermediary.

  • Learn how to balance an exchange so there is no boot.

  • Learn about adding new depreciation to maximize tax savings.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Geoffrey Flahardy

ExchangeRight
National Director, Private Placement Specialist
[email protected]
(866) 721-1031

Exchangeright2020

Geoffrey D. Flahardy, National Accounts Director and Private Placement Specialist, ExchangeRight Real Estate, since October 2014 develops new product sales and new broker dealer relationships for ExchangeRight’s private placement offerings. He is a 16 year veteran of the financial industry specializing in securitized 1031 exchanges for over 14 years having served at Inland Securities Corporation. Mr. Flahardy graduated Cum Laude from Kennesaw State University in Kennesaw, Georgia with a Bachelor of Science in Communication. He holds Series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA). He lives in in the greater Atlanta area with his wife of 20 years and seven beautiful children.

Larry Baron

ExchangeRight
Wholesaler
[email protected]
(855) 317-4448

Exchangeright2020

About Our Presenter

Exchangeright2020
ExchangeRight is a vertically integrated real estate investment firm that strategically acquires and manages long-term, net-leased assets backed by investment-grade corporations that operate essential businesses successfully in the necessity-based retail and healthcare industries. ExchangeRight pursues its mission to empower people to be secure, free, and generous by providing income funds and 1031-exchangeable investment offerings that target secure capital, stable income, and strategic exits. For more information, visit www.exchangeright.com.