03.21.2023 - 1031
A Crash Course on 1031 Exchanges for Financial Advisors
Presented by Matthew E. Rappaport, Esq., LL.M. (Taxation), Falcon Rappaport & Berkman LLP
Advisors who are aware of Section 1031 exchanges sometimes think there’s not much utility for them in learning the topic because the exchanges do not present opportunities for advisors to directly assist clients. But Section 1031 exchanges are complicated and do offer opportunities for a financial advisor to provide valuable advice on tax planning issues, succession planning, specialty lending, and other services where an advisor can shine. This program recapped the basics behind Section 1031 exchanges and the investment choices available to clients, to include UPREITs and Delaware Statutory Trust (DST) options.
Attendees Comments:
A few comments from listeners:
I didn't realize that DSTs were available for 1031 exchange investments. Glad I watched or attended this seminar
- Michael K.
This is really good information. I have clients who will probably benefit, and some who should have known about this before they acted.
- Dee H.
Matthew Rappaport was excellent. Sounding as if he could do this stuff in his sleep!
- David M.
Matthew was phenomenal!! I thoroughly enjoyed his presentation. Very easy to understand what he had to say (not easy with a complicated subject)
- Laura H.
I didn't realize that DSTs were available for 1031 exchange investments. Glad I watched or attended this seminar
- Michael K.
This is really good information. I have clients who will probably benefit, and some who should have known about this before they acted.
- Dee H.
Matthew Rappaport was excellent. Sounding as if he could do this stuff in his sleep!
- David M.
Matthew was phenomenal!! I thoroughly enjoyed his presentation. Very easy to understand what he had to say (not easy with a complicated subject)
- Laura H.
I didn't realize that DSTs were available for 1031 exchange investments. Glad I watched or attended this seminar
- Michael K.
This is really good information. I have clients who will probably benefit, and some who should have known about this before they acted.
- Dee H.
Matthew Rappaport was excellent. Sounding as if he could do this stuff in his sleep!
- David M.
Matthew was phenomenal!! I thoroughly enjoyed his presentation. Very easy to understand what he had to say (not easy with a complicated subject)
- Laura H.