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1031 Investment Strategies for 2018

 

and Beyond

 

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

 
 
 
 
 

1031 Intel for the Savvy Investor

 

Dates | Times | Locations

 
 
 
 
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Paramus, NJ

 

December 5th
8:30am - 10:30am
Nationwide Planning
115 West Century Road
Paramus, NJ 07652

 
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New York, NY

 

December 6th
8:30am - 10:30am
1441 Broadway
6th Floor
New York, NY 10018

 
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MARK IT ON THE CALENDAR

 

1031 Exchange and Replacement Property Options Seminars

 
 

TIME
8:00 a.m. - 8:30 a.m. — Registration
8:30 a.m. - 10:30 a.m. — Course

 
 

COST
FREE - Open to the public
(continental breakfast is 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)

 
 
 
 
 
 
 
 

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
 
 
 
 

Additional Information

 
 

*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 #00b0f0239500
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 continuing education 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.

 
 
 
 
 
 
testimonials
 
What Our Clients Say ?
 
 
 
 
 

Very impressed with Ms. Michaels’ thorough knowledge of subject matter.

Thank you so much for coming and speaking to us regarding the 1031 Exchange program. Everyone has been raving about it and I think all of us learned so much from you.

Very knowledgeable, this class should be taught more often!

Great Class!

Your seminar was truly outstanding...one of the best I have taken in a very long time...thank you for all of the informative information.

The presenter did a great job of condensing complicated material into a concise and dynamic presentation.

The instructor's depth of knowledge and skills in communication made this a session that is far above any I've seen.

Pamela Michaels is the best in the business.

Speaker was amazing!

Excellent presentation on a complicated topic.

 
 
 
 
 
 
 

WANT TO KNOW MORE?

 

Find out how Asset Preservation can help you and your clients.

 
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