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§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS

Cost Free
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes ()
CE Credits 1.0 hour
Course Id# - HURS9-T-00011-15-O
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

1031 Exchange Solutions & Investing in Private Placements gives CPAs an overview of an IRS Section 1031 real estate exchange, and how investing in a private real estate offering may provide tax advantaged distributions for your clients. The presentation discusses the use of the Delaware Statutory Trust (DST), fractional interest ownership of real estate, cash (non-Section 1031) investments and passive income and passive losses, which may be generated by this type of investment. The presentation also provides information about a unique solution for Section 1031 exchanges in which the exchangers are unable to place all their equity into the replacement property.

Learning Objectives

  • Learn the basic rules and timeframes which make up the Safe Harbor rules of a Section 1031 exchange

  • See illustrations of how an exchange may help your client grow wealth

  • Learn about holding real estate in a Delaware Statutory Trust

  • Learn about the advantages of multiple owner real estate investments

  • Hear about a unique solution for Section 1031 exchangers who are unable to place all their equity into their replacement property

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Jackie Barbera, Vice President, Private Capital Consultant with Inland Securities Corporation is responsible for partnering with financial advisors in the Northeast, New England, and Midwest to complete successful 1031 exchange transactions and cash investments with Inland Private Capital Corporation. Prior to being promoted to Private Capital Consultant in 2013, Ms. Barbera was an internal wholesaler with Inland Securities Corporation for various territories since 2006. Ms. Barbera graduated from Elmhurst College with a Bachelor of Science in Business Administration. She holds Series 7 and Series 63 licenses with Financial Industry Regulatory Authority (FINRA).

Additional Materials
The Inland Difference
Legal Brief: DSTs Are The Future of 1031 Real Estate Investing
Inland Private Capital Corporation: Portfolio Overview
Webinar Technical FAQs
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Handout Materials
Presentation Slides
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NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Inland
Inland Real Estate Investment Corporation (Inland Investments) is a sponsor of real estate investment trusts (REITs) and limited partnerships, and provides opportunities for individual real estate ownership. Inland Real Estate Investment Corporation is a part of The Inland Real Estate Group of Companies, Inc. The Inland Real Estate Group of Companies, Inc. is a fully-integrated group of legally and financially independent companies, engaged in the diverse facets of real estate such as property management, leasing, marketing, acquisition, disposition, development, redevelopment, renovation, construction, finance and other related services for 40 years. The Inland Real Estate Group of Companies, Inc., is comprised of a group of independent legal entities some of which may be affiliates, share some common ownership or have been sponsored and managed by subsidiaries of Inland Real Estate Investment Corporation. The contents of this Website constitute neither an offer to sell nor a solicitation of an offer to buy any security which can be made only by prospectus, filed or registered with appropriate state and federal regulatory agencies, and sold only by broker dealers authorized to do so.