Attend an Asset Strategy Event
Being informed stands at the forefront of Asset Strategy’s belief in financial wellness. We offer events on a wide variety of topics designed to touch on the unique needs of different financial situations. You may learn about recent market overviews, real estate material, tax strategies, and so much more. Explore our upcoming events below.
Introduction to 1031 Exchanges and DSTs – CPA Event
January 26, 2023 @ 3:00 pm - 4:00 pm
Widely accepted as providing stimulus for the highest and best use of real estate capital investment, IRC§1031 provides investors with a powerful tool for tax deferral while promoting reinvestment domestically rather than abroad. Join Asset Strategy as we discuss this powerful tax planning tool. Utilizing the code correctly requires an astute taxpayer and an educated CPA. In this course participants will be educated in:
• Guidelines of a 1031 Exchange
o Timelines for identification period and closing.
o Equity and debt replacement parameters
• Depreciation Effects and Schedules
o Schedule E
o Schedule 8825
o Equity and Debt Replacement
• Asset Classes
o Definition of like-kind properties
o Acceptable exchange examples
o Active vs Passive Ownership.