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1031 Exchange Solutions II: Fractional Investments and Private Placements

Topic

Investment Planning

Program ID

320985

Hours

1.5

Format

Live / Live Webinar

Complexity

Intermediate

Description

Through the use of examples and hypothetical illustrations, 1031 Exchange Solutions II: Fractional Investments and Private Placements gives CPAs an overview of an IRS Section 1031 real estate exchange, as well as an overview about why investing in a private placement may be something to consider for your clients. No advance preparation is required. Prerequisite(s): none. There is no fee to attend this presentation.

Learning Objectives

- Like-Kind real estate - Section 1031 Exchange - Qualified Intermediary (QI) - The Delaware statutory trust (DST) and fractional interest ownership investment - Cash investments - Passive income and passive losses - Tax forms