Please join us for the following event:
1031 Exchange Solutions II: Fractional Investments and Private Placements
A Presentation for Financial Professionals, Real Estate Professionals, and CPAs
1.5 CE for CFPs 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. No advance preparation is required. Prerequisite(s): none. There is no fee to attend this presentation.
Key terms and concepts covered include:
• 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
Thursday, May 25, 2023
11:30 AM - 1:30 PM PT
Chart House
5700 SW Terwilliger Blvd
Portland, OR 97239
For more information, please contact Brendan Tammany, Regional Associate II, at (630) 990-8405 or via email: btammany@inland-securities.com.