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, May 25th, from 11:30 – 1:30 PM PT at Chart House Portland.
We are excited to invite you all to our next IN-PERSON lunch event at the Chart House – Portland. This is a free presentation for financial professionals, real estate professionals, accredited investors, and CPAs.
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.
1031 Exchange Solutions II: Fractional Investments and Private Placements provides CPAs with an overview of an IRS Section 1031 real estate exchange as well as an overview of why investing in a private placement may be something to consider for your clients through the use of examples and hypothetical illustrations.
Featured Topics:
- 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
