An Inland Presentation for Financial Professionals, Real Estate Professionals, Accredited Investors, and CPAs
Hosted by Rob Speidel, Senior Vice President, Inland Securities Corporation
Featuring David Moore, Founder, Equity Advantage
Thursday, December 14, 2023 from 11:30 AM – 1:30 PM PT at Chart House Portland.
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.
Available for 1.5 CPE Credits, 1 Broker Credit.
Lunch is provided by Inland Private Capital Corporation. If you cannot make it and would like a copy of the slides please email cmoore@1031Exchange.com.
Key terms and concepts covered include:
- 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
