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Self-Study CPE
EFFECTIVE REPRESENTATION TO ADDRESS ENFORCED COLLECTION ACTIVITY FROM THE IRS
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EARNED INCOME TAX CREDIT
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TAX TREATMENT OF RETIREMENT PLANS, PENSIONS AND ANNUITIES
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HOME OFFICE DEDUCTION
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TAX TREATMENT OF INDIVIDUAL RETIREMENT ARRANGEMENTS
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EDUCATION TAX BENEFITS
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TAX TREATMENT OF SICKNESS & INJURY PLANS
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AFFORDABLE CARE ACT: INDIVIDUAL RIGHTS & RESPONSIBILITIES
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ESOPS 101: A DETAILED INTRODUCTION OF EMPLOYEE STOCK OWNERSHIP PLANS
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INDEPENDENT CONTRACTOR DILEMMA: 1099 VERSUS W-2
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Free cpece webinars
Pros and Cons of Opportunity Zones Versus 1031 Exchanges

PROS AND CONS OF OPPORTUNITY ZONES VERSUS 1031 EXCHANGES

Cost Free
CPE Credits 1.0 hour
1 hour for EAs (Federal Tax Update)
Course Id# - HURS9-U-00438-19-O
Subject Area Taxes
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

Opportunity Zone (OZ) investments represent one of the best tax advantaged and tax-saving strategies for investors right now.

As CPAs and tax advisors, your clients are turning to you for advice on understanding this new tax provision and how to properly understand the rules and process.

This presentation will provide an overview of Opportunity Zone and will provide an in-depth side by side comparison of this investment and tax strategy compared to IRC Section 1031 tax deferred exchanges.

Learning Objectives:


  • View an overview of the Opportunity Zone time deadlines and rules and processes;

  • Learn the three (3) ways to combine Opportunity Zone and Section 1031 exchanges;

  • Understand the two (2) approaches that DO NOT work combining OZ with Section 1031;

  • View a Side by Side comparison of each strategy and noting which approach works best for different investment scenarios;

  • Understand summary outlining when OZ is generally the preferred strategy and why;

  • View a summary outline for when Section 1031 is the preferred strategy and why.

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Scott R. Saunders is Senior Vice President with Asset Preservation, Inc. (API), a subsidiary of Stewart Information Services Corporation (NYSE: STC). Scott has an extensive background in Internal Revenue Code §1031 tax deferred exchanges, having been involved in structuring thousands and thousands of §1031 exchanges during his twenty eight years in the exchange industry. He holds a Business Economics degree from the University of California at Santa Barbara. Asset Preservation is a leading national IRC §1031 Qualified Intermediary and has successfully completed over 160,000 §1031 tax deferred exchanges throughout the nation. Mr. Saunders dedicates a significant portion of his time presenting classes on introductory and advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals nationwide. He has spoken at the annual National Bar Association Conference, National Society of Accountants (NSA) Annual Conference, National Association of Realtors® Annual Conference, GMAC Real Estate’s Annual Convention, Annual Conference for the American Society of Cost Segregation Professionals, Building Owners and Management Association International (BOMA) Annual Conference, American Land Title Association (ALTA), Colorado Society of Certified Public Accountants Annual Convention, Colorado Association of Realtors Annual State Convention, Ohio Bar Association, the Certified Commercial Investment Member (CCIM) and Institute of Real Estate Management (IREM) Success Series, Tenant-in-Common Association (TICA), the University of Denver and Washington D.C. Bar Association and many other state and local financial, real estate, accounting and legal associations. In addition, he has been a regular presenter of 8-hour C.L.E. and C.P.E. approved classes on advanced §1031 exchange issues to accountants, attorneys, commercial developers and CFO’s arranged by Lorman Education and the National Business Institute. Scott regularly provides webinars for continuing education credit on the subject of §1031 exchanges. In addition to being an accredited speaker in numerous states, Mr. Saunders was a contributing author to the book Real Estate Exchanges: Using the Tax Deferred Exchange in Real Estate Investment Management and was featured in The Wall Street Journal article High-Impact Tax Breaks in July, 2013. He has written over 180 articles on various aspects of §1031 tax deferred exchanges, capital gain taxation and investment real estate. His articles have been featured in many investment publications such as the New York Real Estate Journal, Mid Atlantic Real Estate Journal, Inman News, REBusiness Online, Heartland Real Estate Business, Western Real Estate Business, Realtors® Land Institute Terra Firma and many other real estate and other financial publications. Mr. Saunders also is a Board Member of the Federation of Exchange Accommodators (www.1031.org), the national 1031 exchange industry trade association.

Handout Materials
Presentation Slides
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.
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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

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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

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Asset Preservation, Inc. (API) provides the key services of a Qualified Intermediary as defined and required by the IRC and Treasury Regulations.API is a Qualified Intermediary pursuant to IRC §1031. API confers with each Exchanger's attorney and/or tax advisor and forwards legal documentation, as requested, so that the IRC §1031 rules and regulations are thoroughly understood. API prepares the necessary documentation - Exchange Agreement, Assignment(s), Notice of Assignment(s), Qualified Exchange Account Form, Security of Funds Instruments and Instructions to each Closer/Escrow Officer - and oversees each closing to assist in proper §1031 procedures.