Hosted by Rob Speidel, Senior Vice President, Inland Securities Corporation
Featuring David Moore, Founder, Equity Advantage
Thursday, December 7, 2023 from 11:30 AM – 1:30 PM PT Twigs Bistro in Vancouver.
Twigs Bistro
801 Waterfront Wy, Suite 103
Vancouver, WA 98660
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
