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.
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.
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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