1031 Exchange & Replacement Property Options Seminar – 11/14/18

Join Asset Preservation, Inc. and Fortitude Investment Group for an informative presentation on tax deferral options under Section 1031 and a discussion of replacement property options, including practical real-life examples.

Highlights:

• 2018 Capital Gain Rates
• Section 1031 After TCJA
• The Meaning of “Hold for Investment”
• Identification: Options and Best Strategies
• What is Boot and How to Avoid
• Entity Issues and Pitfalls for Partnerships, LLC and Corporations
• Special Structuring Tools: Seller Financing, PINs, Partial Exchanges
• Basis Carryover Rules
• Reverse and Improvement Exchange Benefits
• Recent Developments
• QI Financial backing, expertise, and experience

With a Special Feature Presentation- Replacement property alternatives: Delaware Statutory Trusts (DST) and the potential benefits of DST ownership

WEDNESDAY, NOVEMBER 14, 2018
8:00 a.m. – 8:30 a.m. — Registration
8:30 a.m. – 10:30 a.m. — Course

PRESENTERS:
Pamela Michaels, Esq.
Sr. Vice President
Asset Preservation, Inc.

DANIEL P. RAUPP
Managing Partner & Co-Founder
Fortitude Investment Group

COST: Complimentary  (continental breakfast included)

EARN*
2 NY/2.4 NJ CLE Credits (Attorneys)
2 NY/2 NJ CPE Credits (CPAs)
2 NY/2 NJ CE Credits (Real Estate Professionals)

*NYS CLE for Attorneys – The Power of Strategy™ – (transitional and non-transitional)
NJ CLE for Attorneys – The Power of Strategy™ course #6
NYS CPE for CPAs – The Power of Exchange™ sponsor #002204
NJ CPE for CPAs – Asset Preservation, Inc. sponsor #20CE00239500
NYS CE for Real Estate Brokers – The Power of Strategy™ course #M12644
NJ CE for Real Estate Brokers – The Power of Strategy™ course #20201308

This content of this course is appropriate for both newly admitted and experienced attorneys. Stewart Title Insurance Company has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the State of New York.

You must attend 100% of the course to be eligible for 2 NY CLE, 2.4 NJ CLE, 2 CPE or 2 NY CE credits. Certificates will be issued upon completion of class and execution of sign-in. (Per New York CLE rules-If an attorney has taken this class previously and received CLE credit for it, they are NOT eligible to receive credit again for the class.)

The material provided is for informational purposes only, does not constitute an offer to sell and is not an offer to buy real estate properties or securities. Please refer to further real estate and DST information and risks, which will be provided at the event. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser. Insurance products offered through Concorde Insurance Agency, Inc. (CIA). Fortitude Investment Group, LLC is independent of CIS, CAM and CIA, all of whom are independent of Asset Preservation, Inc.