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1031 Exchanges: Deep-Dive Topics & Cutting-Edge 1031 AI

1031 EXCHANGES: DEEP-DIVE TOPICS & CUTTING-EDGE 1031 AI

Cost Free
Presentation Length 1.0 hour

Recorded DateNovember 4, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaTaxes
Course LevelBasic
Course Description

This course is designed for accountants, CPAs, and tax advisors who want to dive deep into 1031 exchanges. This course will demonstrate the nuances of a 1031 exchange and how savvy real estate investors are leveraging IRC Section 1031 to defer taxes, build wealth, and make informed real estate decisions.

After some foundation-building on this subject, our presenter will showcase a cutting-edge 1031 AI tool that can answer complex 1031 questions in seconds.

This course will include an interactive Q&A to answer 1031 questions in real-time via the presenter's AI platform and will include details on where to access this AI along with sharing other best-in-class 1031 resources.

Learning Objectives:


  • Identify how a 1031 Exchange works including a deep dive into the entire exchange process

  • Recognize why real estate investors should exchange and not sell investment property by utilizing a strategy that defers up to 4 levels of tax, including Section 1411 Net Investment Income Tax, and allows clients to compound their property portfolio tax-free

  • List the 3 tests a client must pass to qualify for the 1031 tax deferral

  • Evaluate case studies to maximize a client's tax deferral and a calculator to quickly calculate a client’s capital gains, tax exposure and reinvestment required to maximize the 1031 tax benefit

  • Outline the 2 most common objections to 1031s, how to overcome these challenges and how to position for a successful 1031 exchange outcome

  • Demonstrate a cutting-edge 1031 AI research tool trained on 1,985 pages and 808,355 words of Treasury Regulations, Revenue Procedures, IRS Field Notes, Technical Memorandum, Revenue Rulings and Opinion Letters

  • Recognize 1031 expert tools including a 1031 calculator, a tool that’ll quickly help you understand a client’s capital gains and 1031 exchange savings

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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Jeff was raised in Newport Beach, California and attended the University of Southern California. After graduation, Jeff worked for Ernst & Young as a CPA before turning his career toward finance and attaining his CFA designation. Jeff then worked as a consultant to small and middle market private equity firms specializing in real estate and services based businesses.

In 2006, Jeff joined Rimrock Capital Management, a California-based absolute return hedge fund with $4 billion dollars under management. He led the less liquid and alternative capital strategies at Rimrock during his 15 years as a portfolio manager.

In 2023, Jeff co-founded 1031 Specialists with the goal of creating a QI platform that is tech-forward, achieves wide-scale recognition, and is envied for its exceptional client service.

About Our Presenter

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1031 Specialists are trusted by sophisticated investors and family offices to facilitate fast, transparent, and error-free 1031 exchange transactions. They have leveraged years of experience investing in commercial real estate and professional services and channeled this experience towards helping investors take full advantage of the complex and nuanced 1031 tax-deferred exchange rules.