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1031 Exchange and Delaware Statutory Trusts: Tax Savings to Wealth Creation

1031 EXCHANGE AND DELAWARE STATUTORY TRUSTS: TAX SAVINGS TO WEALTH CREATION

Cost Free
Presentation Length 1.0 hour

Recorded DateApril 7, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course 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; 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 are able to make 1031 exchanges into multiple DST properties to lower the potential risks of real estate investing. Typical minimum investments are $100k, and asset classes range from multifamily apartments, triple net lease properties (NNN), medical office properties, and all-cash/debt-free properties.

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. Course attendees will also be able to see various DST 1031 property case studies and example properties.

Learning Objectives:


  • Identify how DST properties are structured and how they work

  • Recall the various types of DST properties available in today’s market

  • Define the latest exchange trends affecting investors in the current investment markets

  • Identify various options available to an investor using DSTs

  • Recall the process of due diligence for DSTs, qualified intermediaries, and others

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Bangerter financial

Jeffrey Bangerter has been working in financial services since 1979, helping his valued clients prepare for and enjoy a comfortable retirement.

Jeffrey has spent the time necessary to get all the licenses needed to put together a proper plan. He is an Enrolled Agent Tax Professional, Mortgage Loan Originator, Investment Advisor Representative, Registered Securities Representative, Insurance Agent, and has his Real Estate License.

We empower clients with the knowledge to help make smart, informed choices as they enter their Golden Years. We make things easy to understand, so the direction they need to take becomes clear. 

Our goal is to help people maximize social security, create incomes, provide professional money management, and protect their assets from long-term care. Our clients know we commit to provide the best solution for their situation, utilizing our social security and retirement planning software together to make sure they do not have a point in life where they run out of money.

Jeffrey has frequently been a guest on Sacramento’s ABC and CBS affiliate stations, providing timely financial information efficiently in an easy-to-understand format.

 

About Our Presenter

Bangerter financial
Bangerter Financial Services, Inc. offers financial investment adviser services helping individuals create retirement strategies using a variety of investment and insurance products