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1031 Exchanges and Delaware Statutory Trusts: The Basics

1031 EXCHANGES AND DELAWARE STATUTORY TRUSTS: THE BASICS

Cost Free
Presentation Length 1.5 hours

Recorded DateMarch 1, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

A 1031 exchange enables an investor to defer capital gains tax by reinvesting the proceeds from the sale of investment property into a like-kind replacement property. It is beneficial for tax professionals to understand more about 1031 exchanges in order to best guide clients that hold real estate investments that they are looking to sell. This presentation will help you learn the basics of the 1031 exchange tax code & provide an introduction to the Delaware Statutory Trust (DST). 

Learning Objectives:


  • Define a 1031 exchange

  • Identify the benefits of a 1031 exchange

  • Outline the timeline of a 1031 exchange

  • Identify Delaware Statutory Trusts (DSTs)

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Daniel Raupp

Fortitude Investment Group LLC
Co-founder & Managing Partner
draupp@fortitudeinvestments.com
631-474-1610 ext. 130

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Daniel Raupp is a co-founder and the Managing Partner of Fortitude Investment Group. He leads the company’s wealth management practice with a particular focus on real estate private equity and helping clients with tax-efficient investment solutions in the area of 1033 and 1031 eligible asset-back securities. Dan began his career in Charlotte, NC, with Bank of America in 1999 and parlayed that early experience into a profession where he has been widely recognized for his work in venture capital, investment banking, and real estate. Dan is an active member of several charitable organizations, including GLADS.org, a non-profit committed to helping place people with down syndrome with adopting parents. Daniel is also an avid member of ABLI, nyabli.com, New York’s Association for a Better Long Island. Since 2007 Daniel has managed his portfolio of development projects and rental apartment buildings, and other asset classes he currently owns. Daniel directs a range of strategic initiatives to successfully leverage core competencies in tax-efficient investing, alternative investments, and operational excellence to create customer value. His credentials include a Series 7 General Securities Representative (GS) License, Series 24 Principal of General Representatives License, Series 63 Uniform Securities Agent License, and a Life/Accident and Health Agent License. Dan lives in New York with his family of four daughters and his beautiful wife.

About Our Presenter

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Fortitude Investment Group's mission is to be the foundation of their clients' Section 1031 Exchange strategy by bringing comprehensive information about the section 1031 process, DST and TIC investments, with a commitment to maintaining the highest standards of integrity and professionalism in their relationship their valued clients.