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OFFER IN COMPROMISE BASICS AND TECHNIQUES
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IRS SECTION 1031 - UNDERSTANDING LIKE KIND EXCHANGES
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ANNUAL TAX SEASON UPDATE - 2017
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AVOID TAX PRACTICE MISTAKES - APPEALS, TECHNICAL ASSISTANCE, P & I - PART II
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HOW THE IRS DETERMINES UNREPORTED INCOME
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FEDERAL TAX UPDATE: TOP DEVELOPMENTS OF 2015-2016
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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HOME OFFICE DEDUCTION
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NUTS & BOLTS OF ORGANIZING AND OPERATING A SECTION 501(c)(3) NON-PROFIT
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FUNDAMENTALS OF NEGOTIATING COLLECTION ALTERNATIVES WITH THE IRS
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EVERYTHING YOU NEED TO KNOW ABOUT AUDITS OF ESTATE AND GIFT TAX RETURNS
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AUDITS OF CASH INTENSIVE BUSINESSES
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INCREASE BILLABLE HOURS WITH VALUE-ADD TAX PLANNING
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART I
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FROM BAD TO WORSE: WHEN AN AUDIT GOES CRIMINAL - PART II
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INTRODUCTION TO INTUIT PROCONNECT PROSERIES: TAX SOFTWARE DEMONSTRATION
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Inland 1031exchange ss

§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS

CPE Processing Fee$15.00  Webinar TranscriptionN/A     Presentation Length Hour(s)1.5 hours  CPE1.5   1 hour for EAs (Federal Tax): Course Id# - HURS9-T-00011-15-O  Subject AreaTaxes  Course LevelIntermediate  Instructional MethodQAS Self-Study   PrerequisitesNone  Advance PreparationNone  Recorded DateDec 15, 2016  Date OfferedDec 29, 2016  Who should attend?CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional 
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

  • Identify usage of Delaware Statutory Trusts (DSTs) within a 1031 exchange.

Testimonials

"I enjoyed learning about the intricate details of DST's. I learned more from this seminar than the last 5 years of tax brochures have taught me on this subject."

"This was a most interesting and needed topic for me. Like-kind exchanges are hard to work through and this cleared some questions I have had about it. Thank you for presenting this."

"The best webinar ever! I will definetely be the go to person in the office with this knowledge."

"The presenter was clear in explaining the regulations."

"Sec 1031 exchanges are demonstrated and the complexity is illustrated showing the demand for experienced counseling when entering into these transactions."

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Handout Materials
Presentation Slides
Additional Materials
The Inland Difference
REITs and DSTs are Cash Investment Vehicles
Inland Private Capital Corporation: Portfolio Overview
Review Questions
Review Questions
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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Sec Linkedin

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).

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CPAwebengage, Inc. (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.

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