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Introduction to 1031 Exchanges, DSTs and Other Passive Real Estate Options - 1 CPE Credit

Written by Wealthstone Group | Sep 01, 2024

ATTENTION CPAs.

Earn a free CPE credit by joining our 1-hour webinar on advanced tax deferral strategies tailored for real estate investors.

This course will focus on 1031 Exchanges, Delaware Statutory Trusts (DSTs), and other passive real estate investment options under the 1031 code. Enacted over 100 years ago through the Revenue Act of 1921, IRC §1031 allows property owners to defer capital gains taxes when exchanging like-kind properties for business or investment use. Despite changes over the years, the core benefit of tax deferral remains, making it a crucial tool for real estate reinvestment.

Hosted by Wealthstone Group and Exeter 1031, this session will equip CPAs with the knowledge to advise clients on leveraging this powerful tax strategy.

When:
December 17th, 2024 11:00am ET

What you will learn:

  • Key 1031 Exchange Rules:

    • Timelines for property identification and closing
    • Requirements for replacing equity and debt
    • What qualifies as like-kind property
    • The role of a Qualified Intermediary in facilitating 1031 exchanges

     

  • Strategy & Implementation

    • Strategies for incorporating 1031 Exchanges into broader tax and estate planning
    • Active versus passive ownership structures – Direct, DSTs, TICs, NNN Properties
    • Example of eligible exchanges

     

    By attending, you’ll enhance your ability to navigate the complexities of tax-deferred real estate transactions and provide smarter solutions for your clients.

 

Additional Information for CPAs Attending

 This webinar is free and will be conducted online via Zoom. It is classified as a basic program level, requiring no prerequisites or advanced preparation. CPAs who attend will earn 1 CPE credit in "Specialized Knowledge". A certificate of completion will be provided, and a list of attendees, including names, phone numbers, and email addresses, will be collected to facilitate certificate distribution.

Presenters:
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