Wed, August 26, 3:00 PM ET (2:00 PM CT, 12:00 PM PT)
Presented by: Whitney Brennan, Vice President at IPX1031
1 NAPFA CE in D-Income Tax Planning,1 CFP® CE, and 1 IRS EA CE
Member: $39; Non-Member: $59
This NAPFA Genesis webinar is free to NAPFA Genesis members, courtesy of LLIS. To register, use the promo code that was emailed to you, or find it in the Announcement of the NAPFA Genesis community in Engage.
This program will illustrate the benefits of using §1031 tax-deferred exchanges for clients to protect them from paying taxes after the disposal of real estate investments. The course will detail the entire exchange process, as well as cover some of the more complex applications of §1031 to ensure exchanges are well-received by the IRS. If the financial planner does not understand the basics of a 1031 Exchange, their clients could face significant tax consequences.
• Develop an understanding of the 1031 Exchange process and be able to assist in setting up a 1031 Exchange for clients.
• Be able to identify what type of property qualifies for the 1031 Exchange.
• Be able to perform simple capital gains calculations and to illustrate the basic tax consequences.
Whitney Brennan is a Vice President with IPX1031, a firm focusing solely on 1031 tax-deferred exchanges. She frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals, and investors. She received her bachelor’s degree in political science from the University of California, Berkeley.
Registration closes at the end of business on Tuesday, August 25, 2020.