1031 Exchange Solutions  & Investing in Private Placements
Mar
26
12:00 PM12:00

1031 Exchange Solutions & Investing in Private Placements

Suggested Audience: Investors, Developers, Realtor, Fund Sponsor

In this Webinar, we will share insights from Inland about how 1031 exchange solutions & investing in private placements can compliment your current portfolio. We will discuss 1031 exchange basics, risk factors, benefits, understanding Delaware Statutory Trusts (DSTs).

We'll Cover Topics Such As:

  • What is a 1031 Exchange?

  • 1031 Exchange Basics

  • What is a Qualified Intermediary?

  • Understanding Delaware Statutory Trusts (DSTs)

View Event →

The Boston O-Zone Summit
Mar
20
8:30 AM08:30

The Boston O-Zone Summit

Suggested Audience: Family Offices and Accredited Investors, Institutional Investors, Real Estate Professionals, Law/Accounting/Consulting Firms

Boston Marriott Newton Hotel
2345 Commonwealth Avenue 
Newton, MA 02466

SEATING IS LIMITED
8:30–9:30AM - Networking and Registration
9:30-11AM - Summit

The Opportunity Zone program, a new incentive investment program built into the Tax Cuts and Jobs Act of 2017, provides significant tax and economic benefits for investors, real estate developers and fund sponsors through “qualified opportunity funds” (QOFs) in targeted communities. Investing through Opportunity Funds provides developers and investors with tax advantaged investment opportunities designed to spur local economic development.

Join us March 20th at the Boston Marriott Newton for thought leadership and a lively discussion on the new Opportunity Zone regulations from a panel of professionals from an investor, tax, legal and fund sponsor prospective. Learn about key accounting, legal, tax and transaction structuring issues. You will also be able to network and create relationships with some local and national industry leaders in this space.

We will provide an overview of the incentive, tax benefits, definitions of key terms, technical income tax aspects, an explanation of opportunity zones, qualified opportunity funds and qualified opportunity zone property. Learn more about risks and opportunities involved in Opportunity Zone investing, which may include:

• Social Impact Investing

• Treasury’s first tranche of proposed regulations

• Comments on updated Treasury guidance (if released)

• Taxable gain deferral and exclusion benefits

• Value and magnitude of the tax benefits

• Taxpayers and gains eligible for deferral

• The five-, seven- and 10-year hold basis step-ups

• Requirements for qualified opportunity funds

• Treatment of mixed funds investments in qualified opportunity funds

• Statutory requirements for qualified opportunity zone property

Panelists:

Ken Weissenberg, CPA, JD, LLM – Tax Partner

EisnerAmper, LLP

Michael Burwick, JD, LLM – Tax Law & Securities Law

The Wagner Law Group

Dana Tsakanikas - Executive Vice President

Peachtree Hotel Group/ Stonehill Strategic Capital

Moderator & Host:

Kent Fitzpatrick, AIFA, GFS – Managing Director

Asset Strategy Advisors/Charles River Financial Group

There is limited space so PRE-REGISTRATION is required. Register today!

View Event →
The Boston Ozone Summit Webinar
Mar
13
3:30 PM15:30

The Boston Ozone Summit Webinar

Suggested Audience: Investors, Developers, Realtor, Fund Sponsor

If you are an *Accredited Investors and Professionals (CPA, lawyers) and want to learn about the Tax Advantages of Capital Gains, join us for this informational webinar! Hear experts discuss the fundamentals and key topics surrounding Opportunity Zones and how you can benefit from the eligible gains.

Partnering with Peachtree Hotel Group, We'll Cover Topics Such As:

  • What is an Opportunity Zone?

  • What are the tax benefits of Opportunity Zones?

  • Where to begin with investing in Opportunity Zones?

  • Where are the Opportunity Zones?

*An individual must have earned income exceeding $200,000, or $300,000 when combined with a spouse, during each of the previous two full calendar years, and a reasonable expectation of the same for the current year. The same method (single or joint) must be applied to the income test in all three years. The individual must have a net worth greater than $1 million (either alone or combined with a spouse), excluding the person's primary residence.

View Event →
EXIT Strategies For Highly Appreciated Real Estate
Feb
21
2:00 PM14:00

EXIT Strategies For Highly Appreciated Real Estate

Suggested Audience: Real Estate Investors, Real Estate Attorney, CPAs, Accountants

In this Webinar, we will share insights from Highland Capital Management about how Delaware Statutory Trust (DST) can compliment your current portfolio.

We will share insights such as:

  • Basic 1031 Exchange review

  • Benefits of a DST

  • DSTs Vs. TICs Differences for investors

  • Potential investment risks

View Event →
Understanding 1031 Exchanges and Delaware Statutory Trusts (DSTs) with Cantor Fitzgerald
Jan
29
2:00 PM14:00

Understanding 1031 Exchanges and Delaware Statutory Trusts (DSTs) with Cantor Fitzgerald

Suggested Audience: Investment RE Owners, CPAs/Account/Real Estate Lawyers

• Webinar Event •

Whenever you sell an investment property and you make a profit, you generally have to pay capital gains taxes. A 1031 Exchange allows you to sell your real estate property, reinvest the proceeds in “like-kind” real estate, and defer the payment of taxes on that sale.

At this event, we will share insights from Cantor Fitzgerald such as:

  • What is the 1031 Exchange Process?

  • What are the Benefits of a 1031 Exchange?

  • What are Delaware Statutory Trusts (DSTs) and their benefits?

  • Today’s Market Environment

  • Why us?

View Event →