Lunch & Learn: 1031 Exchanges and Investing in Private Placements/Qualified Opportunity Zones

Lunch Learn with Inland 1031 Exchanges and Investing in Private Placements Qualified Opportunity Zones

This Is a Inland Presentation for Financial Professionals and Accredited Investors

Date/Time: Thursday, December 15th, 2022 from 11:30 – 1:30 PM PT

Location: Chart House Portland

Featured Topics:

  • An overview of the IRS Section 1031 Exchange
  • Examples of 1031 Exchanges are provided
  • An overview of Qualified Opportunity Zones (QOZs)
  • A summary of how Qualified Opportunity Fund (QOF) investments may potentially provide favorable tax treatment for investors
  • Examples of a QOF investment timeline are provided

*Tax and legal advice not provided. No products or services will be discussed in this presentation.

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"WASHINGTON STATE LAW, RCW 19.310.040, REQUIRES AN Exchange FACILITATOR TO EITHER MAINTAIN A FIDELITY BOND IN AN AMOUNT OF NOT LESS THAN ONE MILLION DOLLARS THAT PROTECTS CLIENTS AGAINST LOSSES CAUSED BY CRIMINAL ACTS OF THE Exchange FACILITATOR, OR HOLD ALL CLIENT FUNDS IN A QUALIFIED ESCROW ACCOUNT OR QUALIFIED TRUST." RCW 19.310.040(1)(b) (as amended)

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