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Navigating Tax Opportunities in 1031 Exchanges Webinar Series

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Date & Time
Mar 5, 2024 1:00 PM – 2:00 PM ET

Join us for a detailed webinar series covering key tax strategies related to 1031 Exchanges. We’ll address the basics and in-depth insights on 1031s, Delaware Statutory Trusts, and advanced partnership considerations.
 
This four-part series features a comprehensive line-up of real estate specialists, including:
  • Tax professionals
  • A wealth advisor
  • A tax attorney
  • A real estate asset manager
  • A qualified intermediary

Part III | Advanced 1031 Topics Including Exchange Considerations for Partnerships

March 5 | 1:00 - 2:00 PM (ET)

This session will delve deeper into advanced 1031 exchange topics including carryover basis, boot, and deferred vs. recognized gain calculations, depreciation matters, cost segregation relevance, and methods for existing partners in partnerships to not continue in 1031 exchanges.

Learning Objectives: understanding of advance 1031 exchange topics

Learning Outcomes: Participants will be able to:

  • Carryover basis, boot, and deferred vs. recognized gain calculations 
  • Depreciation matters relating to 1031 exchanges
  • Cost segregation relevance / benefits for 1031 exchanges
  • Methods for existing partners in partnership to not continue in 1031 exchanges

Speakers:

  • David Shechtman | Shareholder, Flaster Greenberg
  • Michael Torhan | Partner, EisnerAmper

1.0 CPE Credit in Taxes

Part IV | A Panel Discussion with Delaware Statutory Trust Operators & Advisors

March 13 | 1:00 - 2:00 PM (ET)

This webinar will provide practical tips on DSTs from operators, brokers, attorneys and tax advisors.

Learning Objectives: understand typical structure and economics of DSTs, pitfalls to avoid while operating a DST & considerations for Private Placement Memorandum (PPM) and Trust Agreement drafting.

Learning Outcomes:

  • Participants will learn the typical DST structure and economics involved
  • Participants will hear practical tips from an operator and a Broker Dealer Due Diligence Officer
  • Participants will hear considerations for PPM and Trust agreements from a DST attorney

Speakers:

  • Craig Covington | President, DAI Securities
  • Steven Meier | Partner, Seyfarth Shaw LLP
  • Jimmy Moy | Director of Asset Management, IDEAL Capital Group
  • Ling You | Partner, EisnerAmper

1.0 CPE Credit in Taxes


Part I | The Basics of 1031 Exchanges

February 21 | Previously Recorded

This webinar will detail the basics of 1031 exchanges, including forward and reverse 1031 exchanges, diving into different 1031 exchange concepts, and the key players involved in 1031 exchanges. 

Learning Objectives: to cover the basics of 1031 exchanges, including forward and reverse 1031 exchanges, diving into different 1031 exchange concepts and key players involved in 1031 exchanges. 

Learning Outcomes: Participants will be able to develop an understanding:

  • Forward 1031 Exchanges
  • Reverse 1031 Exchanges
  • 1031 Concepts in Detail 
  • Key players in 1031 Exchanges
  • Role of a Qualified Intermediary

Speakers:

  • William L. Exeter | Chief Executive Office, The Exeter Group Companies
  • Gregory Malone | Partner, EisnerAmper

CPE is not available for On-Demand viewing. 

Part II | Tax Deferral Alternatives to 1031 Exchanges: Delaware Statutory Trusts

February 27 | Previously Recorded

This webinar will provide an overview of Delaware Statutory Trusts (DSTs) and how they can be used successfully in 1031 exchange transactions.

Learning Objectives: Understanding of how DSTs can be used in successful Section 1031 like-kind exchange transactions.

Learning Outcomes: Participants will be able to:

  • identify the unique attributes of DSTs and how they can be used successfully in Section 1031 like-kind exchanges
  • understand applications where a DST may be an appropriate part of a Section 1031 transaction
  • understand key considerations when using DSTs, including identification rules during 45-day identification period and the annual tax reporting provided for DST investments

Speakers:

  • Nate Ahlberg | Senior Wealth Advisor, Prosperity- An EisnerAmper Company 
  • Jeff Hertz | SVP-National Sales and Head of Advanced Planning, Cantor Fitzgerald Asset Management 
  • Ling You | Partner, EisnerAmper

CPE is not available for On-Demand viewing. 

Securities offered through DAI Securities, LLC, Member FINRA/SIPC. Advisory Services offered through Prosperity – An EisnerAmper Company. Prosperity – An EisnerAmper Company is not affiliated with DAI Securities, LLC.

Register

 

Group Internet-based; Program level: Basic; Prerequisites: No advanced preparations or prerequisites needed.

Eisner Advisory Group LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Registry ID: 108139.