1031 Tax Deferral for Investment Real Estate: Rules, Options and Best Practices
Total Credits: 2 including 2 Taxes - Technical
- Average Rating:
- 4.5
- Category:
- Industry | Partner Produced | Tax
- Faculty:
- Mark Kosanke, CPA
- Course Levels:
- Overview
- Duration:
- 2 Hours
- License:
- Access for 30 day(s) after program date.
Description
1031 Exchanges for Investments Real Estate has been savings taxpayers millions in taxes since 1921. Proper planning, implementation and reporting is worth the time. In this session we review the rules, discuss replacement options for sellers, explore the different levels of taxes being deferred, and how it all fits in with estate planning. Finally, we walk through a live tax return demonstrating the various reporting obligations and the ease at which these money saving transactions can be used. A must attend for anyone with clients holding investment or business real estate.
Basic Course Information
Learning Objectives- Walk away with an idea of how 1031 Exchanges can help your clients save tax dollars with proper planning and implementation techniques
Major Subjects
- 1031 Basics
- Multi-Owner Replacement Properties
- DST
- Planning Consideration
Course Materials
| Important Course Information_Read First (0.47 MB) | Available after Purchase | ||
| 1031_Handout (4.3 MB) | Available after Purchase |
Faculty
Mark Kosanke, CPA Related seminars and products: 1
Registered Securities Principal & President
Concorde 1031, Concorde Financial Group, Troy
Mark's areas of Expertise includes Investment Portfolio Design and Performance, 1031 Real Estate Exchanges, Tax Planning and Strategies, Due Diligence Review and Research on Investment Programs.
He is a graduate of De La Salle Collegiate High School, and holds a BS Accounting/Finance from University of Detroit.
Mark's affiliated services include former National President of the ADISA, the Alternative Direct Investment Securities Association. He also served the ADISA Board Member for Over 12 Years and is a member of the Michigan Association of Certified Public Accountants / American Institute of Certified Public Accountants.
Mark grew up in Detroit, and enjoys fishing, boating, and coaching high school sports.
Dates
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Thu, Feb 11, 2021 - 11:00am to 12:51pm EST
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Thu, Mar 04, 2021 - 12:00pm to 01:51pm EST
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Additional Info
Basic Course Information
Prerequisites NoneAdvanced Preparation None
Designed For CPAs, CFOs, controllers, finance directors, business owners and anyone working in business and industry
Yellow Book No
Course Developer MICPA
Original Recording Date 03/24/2020
Date Added to Catalog 06/04/2020
Additional Information
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).Official Registry Statement Business Professionals' Network, Inc. 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
Instructional Delivery Method Live Group Internet Based
Course Registration Requirements Online Registration
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Reviews
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Overall: 4.5
Total Reviews: 94
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