Webinar Registration

A Crash Course on 1031 Exchanges for Financial Advisors

Boost Your Client's Tax Planning, Real Estate Investing outcomes and reduce out-of-pocket costs - CE Credit Available

Tuesday, March, 21

01:00pm ET

75 minutes

Earn 1 CE credit Trusted by 10,000+ financial advisors

Matthew E. Rappaport, Esq., LL.M. (Taxation)

Vice Managing Partner Falcon Rappaport & Berkman LLP

Frank Piscitelli, J.D.

1031 Exchange Expert Archer Investors

What You'll Learn

Webinars are for Financial professionals only. Exceptions may be made for clients of Finacial experts Network subscribers.

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What You'll Learn

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Webinar Description

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 will recap the basics behind Section 1031 exchanges and the investment choices available to clients, to include UPREITs and Delaware Statutory Trust (DST) options.

Objectives:

Give listeners a basic understanding of what a Section 1031 exchange is and how it works.
Educate financial advisors about ways to add value through Section 1031 exchanges.
Highlight issues that advisors can spot that would merit involvement from others on the advisory team, such as accountants and lawyers.

*CE/CPE Eligible: 1 CE credit is available to subscribers with these designations: CFP, CLU, ChFC and RICP. CPA subscribers will earn 1 CPE credits.

Field of Study: Specialized Knowledge

Prerequisites: There are no prerequisites for this session.

Advanced Preparation: None

Program Level: Basic

Delivery Method: Group Internet Based

NASBA Approved

Financial Experts Network (Sponsor Id#: 145173) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.