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Self-Study CPE
THE FUTURE OF IRS VOLUNTARY DISCLOSURES IN A POST-OVDP WORLD
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§199A SMALL BUSINESS DEDUCTION OVERVIEW: STATUTORY FRAMEWORK & PLANNING STRATEGY
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INTRODUCTION TO PROCONNECT TAX ONLINE: LIVE DEMO
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TAX REFORM: OVERVIEW
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TAX REFORM AND PASS THROUGH ENTITIES §199A: PLANNING FOR PROFESSIONAL PRACTICE
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2019 TAX SEASON CHAOS: DISCLOSURE? DON'T FILE AN UNCERTAIN TAX RETURN WITHOUT IT
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QUALIFIED OPPORTUNITY ZONES: BRAND NEW PROPOSED REGULATIONS ROUND 2
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2020 ANNUAL FEDERAL TAX SEASON UPDATE
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Free cpece webinars
Delaware Statutory Trust Investment (DST): Real Estate Strategies

DELAWARE STATUTORY TRUST INVESTMENT (DST): REAL ESTATE STRATEGIES

This course was previously titled: “I'M A LANDLORD, CAN I EVER TRULY RETIRE?”
Available Date(s)
Thursday, February 27, 2020: 2:00PM EST

Cost Free
CPE Credits 1.0 hour
CE Credits 1.0 hour
Course Id# - HURS9-T-00579-20-O
Subject Area Taxes (Federal Tax)
Course Level Basic
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

This webinar is an in-depth overview of everything that you need to know about Delaware Statutory Trusts (DSTs) and §1031 Exchanges. Brian Evans, CFP and owner of Madrona Financial and Bauer Evans CPA will cover topics including what they are, how they work and potential tax advantages for accredited owners of highly appreciated real estate.

Learning Objectives:


  • Learn what constitutes a DST

  • Learn who qualifies for a DST

  • Discover the benefits of DSTs

  • Understand how fees work for DSTs

  • Discover what types of properties are available

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Brian is the owner of Madrona Financial Services, Madrona Funds, LLC, and Bauer Evans Inc. P.S. He serves as Chief Investment Officer, lead planner, CPA, and senior portfolio manager. Brian also hosts a weekly radio show on KTTH 770 AM and KVI 570 AM, is a nationally published author, and has been a regular guest on CNBC and Fox television. Brian was honored to ring the bell on the NYSE.

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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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

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Purposeful, compliant, and tailor-made marketing is hard to come by as an independent financial advisor. Lone Beacon recognized the need, assembled a team of successful sales and marketing pros, and asked them to dedicate their skills to one unified purpose: help the independent financial advisor attract and close prospects.

Their team comes from the world of sales, broadcasting, management, digital marketing, design, and financial services. Beyond that they all share a curiosity for the consumer behavior of the baby boomer. The advice that they give you comes from a 360-degree standpoint. They built their successes designing and activating business infrastructures, so they won’t leave any stone unturned in regard to the sales distribution channel.