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.
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.
"Excellent presentation on a complex topic."
"Nicely done. Good window to the future of Exchanges."
"Very interesting material. Presented in an informative way."
"Explained a difficult subject well, especially with all the examples provided."
"A lot of information contained and very well organized. Enjoyed."
"Geoff was very informative and up to date on changes, as well as presented the material in an interesting fashion."
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.
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.
CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211
CPAwebengage, Inc. (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. <br/><br/> <strong>CPAwebengage Inc. 1857. W 34th Ave, Denver, CO 80211</strong>