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Inland 1031exchange ss

§1031 EXCHANGE SOLUTIONS & INVESTING IN PRIVATE PLACEMENTS

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CPE Processing Fee$15.00
Webinar TranscriptionN/A
Presentation Length Hour(s)1.5 hours
CPE Credits 1.5 hours
Subject Area 1.5 - Taxes (Federal Tax)
CE Credits 1.0 hour
Course Id# - HURS9-T-00011-15-O
Course LevelIntermediate
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateDecember 15, 2016
Date OfferedDecember 29, 2016
Expiration DateDecember 29, 2017
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional
Series: Real Estate Taxation, Enrolled Agents, Taxes, Women in Accounting
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.

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

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.

Not logged
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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Jackie Barbera

Inland Securities Corporation
Vice President
jbarbera@inland-securities.com
8003236122

Sec

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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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.