Tax and finance professionals, please join us for this Continuing Education Course hosted by Hines.
1 Hour of CE credit is available for CFP®, CIMA®, CIMC®, CPA®, CPWA®, and RMA® designations.
Unlock the complexities of IRC Section 1031 Exchanges with this comprehensive CE credit course designed for tax professionals and financial advisors. This course provides a deep dive into the critical aspects of 1031 exchanges, equipping attendees with the knowledge to guide clients effectively and navigate IRS regulations confidently. A special focus will be placed on Delaware Statutory Trusts (DSTs), a powerful tool for investors seeking diversification, passive income, and simplified estate planning as part of their 1031 exchange strategy.
Key Learning Objectives:
Qualifying Properties: Identify what types of properties qualify for a 1031 exchange, including an in-depth look at how DSTs meet IRS requirements for replacement properties. Understand the IRS distinctions between property held for sale versus long-term investment.
Tax Implications: Compute the capital gains tax implications of a property sale versus an exchange and learn how to determine reinvestment requirements.
Rules and Timing: Master the specific rules and time limitations that govern 1031 exchanges, including how DSTs streamline the process for meeting strict deadlines.
Control of Funds: Learn the role of a Qualified Intermediary and the requirements for maintaining control of funds during the exchange process.
Recent Developments: Gain insights into recent IRS guidance, potential tax reform proposals that may impact 1031 exchanges, and national research studies on high net worth clients’ increasing demand for “alternative investment” strategies
DST-Specific Benefits: Explore the unique advantages of DSTs, including fractional ownership, access to institutional-quality properties, diversification, and how they can enhance estate planning strategies.
By the end of the course, attendees will have the tools to effectively apply 1031 exchange strategies, utilize DSTs to address client goals, anticipate potential challenges, and position themselves as trusted advisors in the ever-evolving real estate investment landscape.
Register through the form below
You will receive a confirmation email from Eventbrite with additional details about the event. While registration is required, no physical or digital tickets are required to enter.
About the Speaker
Keith Haag
Keith Haag serves as Senior Regional Director of Hines Private Wealth Solutions LLC. He is responsible for capital raise efforts across Northern California, parts of Nevada, Utah and Colorado. In his role, Keith works closely with financial professionals to educate and inform them about Hines-sponsored investment offerings that may help their clients meet their financial goals.
Keith has over 28 years of financial services experience. Before joining Hines in 2012, he was a Vice President, Divisional Manager for Sun Life Financial Distributors. He also served as Divisional Vice President for Hartford Financial Services and Senior Financial Consultant for Merrill Lynch.
He is a graduate of the University of California in Santa Barbara, where he obtained his bachelor’s degree in economics. Keith and his wife Julie have four children, Lauren, Ian, Harper and Andrew.
This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.
There are material risks associated with investing in real estate securities including liquidity, tenant vacancies, general market conditions and competition, lack of operating history, interest rate risks, the risk of new supply coming to market and softening rental rates, general risks of owning/operating commercial and multifamily properties, short term leases associated with multi-family properties, financing risks, potential adverse tax consequences, general economic risks, development risks, long hold periods, and potential loss of the entire investment principal.