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

9 7 23 Free Lunch And Class

Last Chance to Register! Join Us In-Person Tomorrow Morning

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, September 7th, from 11:30 – 1:30 PM PT at Twigs Bistro Vancouver.

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.

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.

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 [email protected].

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

Register Here

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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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