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Advanced 1031 Exchange Concepts and Opportunity Zones

 

Gain an in-depth understanding of Section 1031 like-kind exchanges and Opportunity Zone investments.

This topic will provide an overview of Opportunity Zone investments including the purpose, tax incentives, requirements for deferral along with a review of what type of investments qualify for Opportunity Zone tax treatment. This information will cover a detailed comparison of Section 1031 like-kind exchanges and Opportunity Zone investments. The material will also address what three strategies qualify when combining a 1031 exchange with an Opportunity Zone investment along with two approaches that do not work. The topic will also address some advanced 1031 exchange issues including handling partnership/LLC scenarios, related party exchanges along with a review of the 45/180 day time deadlines and the Identification Rules and G(6) restrictions on exchange proceeds during a 1031 exchange.

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Advanced 1031 Exchange Concepts and Opportunity Zones

Agenda

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Advanced 1031 Exchange Concepts and Opportunity Zones

Faculty

Scott R. Saunders

Scott R. Saunders

Asset Preservation Inc.

  • Senior vice president with Asset Preservation, Inc. (API), a subsidiary of Stewart Information Services Corporation (NYSE: STC)
  • Extensive background in Internal Revenue Code §1031 tax deferred exchanges, having been involved in structuring thousands and thousands of §1031 exchanges during his thirty years in the exchange industry
  • Dedicates a significant portion of his time presenting classes on intermediate and advanced §1031 exchange strategies to accountants, attorneys, financial advisors, real estate brokers and principals nationwide
  • Has spoken at the annual National Bar Association Conference, National Society of Accountants (NSA) Annual Conference, National Association of Realtors® Annual Conference, GMAC Real, Estate’s Annual Convention, Annual Conference for the American Society of Cost Segregation Professionals, Building Owners and Management Association International (BO-MA) Annual Conference, American Land Title Association (ALTA), Institute of Real Estate Management (IREM), Colorado Society of Certified Public Accountants Annual Convention, Colorado Association of Realtors Annual State Convention, Ohio Bar Association, the Certified Commercial Investment Member (CCIM) and Institute of Real Estate Management (IREM) Success Series, American Academy of Attorney-CPAs, Tenant-in-Common Association (TICA), the University of Denver and Washington D.C. Bar Association and many other state and local financial, real estate, accounting and legal associations
  • In addition, he has been a regular presenter of 8-hour C.L.E. and C.P.E. approved classes on advanced §1031 exchange issues to accountants, attorneys, commercial developers and CFO’s arranged by Lorman Education and the National Business Institute
  • Regularly provides webinars for continuing education credit on §1031 exchanges for many organizations including the CPA Leadership Institute and CPAAcademy.org
  • In addition to being an accredited speaker in numerous states, he was a contributing author to the book Real Estate Exchanges: Using the Tax Deferred Exchange in Real Estate Investment Management and has been featured in The Wall Street Journal, CNBC, Forbes Real Estate Investor and U.S. News and World Report
  • He has written over 180 articles on various aspects of §1031 exchanges, capital gain taxation and investment real estate
  • Business Economics degree, University of California at Santa Barbara
  • Can be contacted at 888-531-1031 or [email protected]
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Advanced 1031 Exchange Concepts and Opportunity Zones

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