IRC §1031 Tax-Deferred Exchanges – A Comprehensive Overview - NAPFA Credit Only

IRC §1031 Tax-Deferred Exchanges – A Comprehensive Overview - NAPFA Credit Only

D-Income Tax Planning

Whitney Brennan

Member: $39.00
Non-Member: $59.00Your price

Published: 08/26/2020

This program illustrates 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 details the entire exchange process, as well as covers 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.

Learning Objectives:
• 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.

Speaker Bio: 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.

1 NAPFA CE in D-Income Tax Planning will be posted in your NAPFA CE record after downloading this recording.

After purchase, you may access this recording under the My Webinars link on your My Account page of the NAPFA website for 90 days. The recording will expire and automatically be removed 90 days after the purchase date.

This is a recorded Genesis webinar from August 2020.