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Exchangeright

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Navigating1031 exchangeright

NAVIGATING THE §1031 EXCHANGE PROCESS WITH DELAWARE STATUTORY TRUSTS

Available Date(s)
Thursday, December 13, 2018: 2:00PM EST

Cost Free   CPE Credits 1.5 hours     1 hour for EAs (Federal Tax Update)    Course Id# - HURS9-U-00116-16-O  Subject Area Taxes  Course Level Basic  Instructional Method Group Internet Based  Prerequisites None  Advanced Preparation None  Who should attend? CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional
Small Business Owner 
Series: Real Estate Taxation, Enrolled Agents, CFOs and Controllers, Taxes 
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.

Linkedin

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.

Linkedin

Mary Jo Wenmouth

ExchangeRight
Senior Vice President Broker Dealer Relations
maryjo@ersecurities.com
(855) 317-4448

Exchangeright

Mary Jo Wenmouth is a Senior Private Capital Consultant bringing 17 years of expertise in IRS Section 1031 Exchanges using both the Tenant in Common and Delaware Statutory Trust entities. She also has extensive experience in other Reg D offerings including LLC's and funds. Experience with due diligence professionals, the financial advisor community and qualified intermediaries. Mary Joe has a base of knowledge in retail and professional trading practices and back office functions.

Handout Materials
Presentation Slides
Additional Materials
1031 Exchange Brochure
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.

Nasba

NASBA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

Irs

EA Approved

CPAacademy.org (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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

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.