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Understandingdst cantor

UNDERSTANDING 1031 EXCHANGES AND THE DST - AN INSTITUTIONAL PERSPECTIVE

Cost Free
Presentation Length 1.0 hour

Recorded DateSeptember 5, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Who Should AttendCPA - small firm
CPA - medium firm
CPA - large firm
Enrolled Agent
Course Description

Navigating the 1031 Exchange Process with Delaware Statutory Trusts (DSTs) gives CPAs the fundamentals of IRC Section 1031 Exchange for real property and how DSTs are being utilized by taxpayers today. This presentation will discuss the basics of the 1031 Exchange process, provide a brief history and overview of DSTs, explore why taxpayers exchange into fractional ownership programs and who might be appropriate for DSTs. Additionally,we will explore in detail the identification rules and tax considerations when realizing a gain on the sale of real property.

Learning Objectives

  • Learn the fundamentals of helping your clients through the exchange process safely and conservatively.

  • Learn the four main reasons taxpayers exchange into DSTs.

  • Learn what qualifies as “like-kind” in a 1031 exchange.

  • Learn about the role of a qualified intermediary.

  • Learn how to balance an exchange so there is no boot.

  • Learn about adding new depreciation to maximize tax savings.

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jeffrey Hertz

Cantor Fitzgerald
Senior Vice President
[email protected]

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Jeff Hertz is a Senior Vice President and 1031 Exchange Specialist for Cantor Fitzgerald Capital, a division of Cantor Fitzgerald &Co. Jeff joined the firm in 2017 after more than 12 years in the real estate securities industry and a total of nearly 20 years in the investment industry. He graduated from the University of Oregon and holds Series 7, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA).

About Our Presenter

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Founded in 1945, Cantor Fitzgerald is a global financial services firm with approximately 10,000 employees located in more than 150 offices across the U.S. and around the world. Over the last decade, Cantor has established a vertically-integrated portfolio of real estate companies with capabilities spanning the investment cycle including acquisitions, financing, property management, leasing and investment sales. Cantor’s ultimate parent company, Cantor Fitzgerald L.P., maintains an investment grade credit rating from both Standard & Poor’s and Fitch Ratings, Inc.