Program Overview
August 15 2024| 7:00 pm - 9:00 pm, Pacific |Webinar
Hosted by Sacramento Valley
Speakers Jeffrey Bangerter, President & Financial Advisor and Jana Reyes, Vice President of Business Development
Description
This presentation will discuss the basics of the 1031 process, including a brief history and overview of DSTs; why taxpayers exchange into fractional ownership programs; who might be appropriate for DSTs; how to choose a qualified intermediary; and understanding the identification rules and tax considerations when realizing a gain on the sale of real property.
DST properties are considered “like-kind” replacement properties pursuant to IRC Revenue Ruling 2004-86. The DST has become the vehicle of choice for fractionalized 1031 exchange properties. Investors can make 1031 exchanges into multiple DST properties to lower the potential risks of real estate investing.
The course will go over frequently asked questions regarding DST 1031 and real-world case studies of the client investing in different scenarios. We will cover using leverage with DST properties and all-cash/debt-free DST properties for 1031 exchanges. Attendees will see various examples of these exchanges.
Learning Objectives
1) Identify how DST properties are structured and how they work.
2) How to use a 1031 exchange to build wealth.
3) Identify various options available to an investor using DSTs.
4) Recall the process of due diligence for DSTs, qualified intermediaries, and others.
Learning Level Basic
Prerequisites & Advance Preparation None
Continuing Education
IRS: 2 hours Federal Tax Topics | CTEC: 2 hours Federal Tax Topics | CA Bar: 1.75 hours Taxation Law | CPA CA: 2 hours Taxes
Pricing
Member: $24.95 | Non-Member: $49.95
Webinar Details
After registering, everything you need for attending this webinar will be found in Your Learning Center.
Cancellation/Refund Policies
Written requests for refund or credit forward of chapter meeting fees will be accepted if received within three (3) business days prior to the education event. Refund or credit forward is not available for “no-show” registrants. Please contact sacvalleyeducation@gmail.com for refund or cancellation requests.