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.
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