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Lunch & Learn with Inland: 1031 Exchange Solutions II – Fractional Investments and Private Placements

1031 Exchange Solutions II Fractional Investments and Private Placements

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, January 26th, 2023 from 11:30 – 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.

Featured Topics:

  • 1031 Exchanges: Key Concepts for CPAs
  • 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

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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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