CPA - medium firm
CPA - large firm
Enrolled Agent
Navigating the 1031 Exchange Process with Delaware Statutory Trusts (DSTs) gives CPAs the fundamentals of IRC Section 1031 Exchange for real property and how DSTs are being utilized by taxpayers today. This presentation will discuss the basics of the 1031 Exchange process, provide a brief history and overview of DSTs, explore why taxpayers exchange into fractional ownership programs and who might be appropriate for DSTs. Additionally,we will explore in detail the identification rules and tax considerations when realizing a gain on the sale of real property.
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Learn the fundamentals of helping your clients through the exchange process safely and conservatively.
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Learn the four main reasons taxpayers exchange into DSTs.
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Learn what qualifies as “like-kind” in a 1031 exchange.
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Learn about the role of a qualified intermediary.
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Learn how to balance an exchange so there is no boot.
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Learn about adding new depreciation to maximize tax savings.
Lloyd Doletski (Self Employed)
"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."
Charlotte Viterbo (V Accounting, PLLC)
"The speaker presented the information very well. He is one of the best speakers if not the best presenter I have taken a webinar from. The presentation held my interest all the way through to the end. Great webinar."
Cayla Schluter (Holiday Companies)
"I have listened to many training about the 199A change and I thought Jeffrey Hertz, the presenter, in this class was FANTASTIC! He spoke slowly, gave clear examples, and clearly knew what he was talking about."
Rebecca Felix (H&R Block)
"I learned a lot and came away from this webinar with a desire to learn more."
Dumkele Anifowoshe (Dumkele Anifowoshe, CPA)
"I feel more confident in my understanding of the subject matter"
Pamela Estlock (H R Block)
"It was a great webinar and the presenter did a great job"
Biren Parikh (Biren H. Parikh CPA Inc)
"Great seminar with great knowledgeable information."
Marvin Carroll (Liberty Tax)
"Very informative and presented extremely well."
Jeffrey Hertz
Cantor Fitzgerald
Senior Vice President
jeffrey.hertz@cantor.com
Jeff Hertz is a Senior Vice President and 1031 Exchange Specialist for Cantor Fitzgerald Capital, a division of Cantor Fitzgerald &Co. Jeff joined the firm in 2017 after more than 12 years in the real estate securities industry and a total of nearly 20 years in the investment industry. He graduated from the University of Oregon and holds Series 7, 63 and 65 licenses with the Financial Industry Regulatory Authority (FINRA).
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