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Navigating the §1031 Exchange Process with Delaware Statutory Trusts - Green Bay

NAVIGATING THE §1031 EXCHANGE PROCESS WITH DELAWARE STATUTORY TRUSTS - GREEN BAY

Cost Free
Presentation Length 1.5 hours

Recorded DateMay 21, 2019
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
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.

PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Geoffrey Flahardy

ExchangeRight
National Director, Private Placement Specialist
gflahardy@ersecurities.com
(866) 721-1031

Exchangeright

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.

About Our Presenter

Exchangeright
Formed in 2012, ExchangeRight has successfully executed an investment strategy based on a disciplined acquisition approach. The principals directly oversee all investment functions, including acquisition due diligence, financing, asset management and dispositions. ExchangeRight and affiliates previously acquired and are currently managing over $630 million of assets under management including 217 single tenant retail properties located in 27 different states and twenty-two (22) apartment communities consisting of over 4,000 units in Louisiana, North Carolina, South Carolina, Texas and Georgia. In addition, ExchangeRight is currently operating two preferred equity funds and two companies that makes short-term debt investments into investment properties.