Like-kind Exchanges in Real Estate Transactions WEBINAR

Monday, November 29 1:00pm - 3:00pm PST

Add to Calendar

Your Desk

2.0 Credits

Member Price $79.00

Non-Member Price $99.00

Overview

Please join us for a discussion on like-kind exchanges (LKE), known as one of the last great tax legal “shelters” available to those buying and selling real property. We cover the basic structure of a LKE, and ways a taxpayer can utilize qualified third-party intermediaries (QI), and tenancy-in-common structures including Delaware Statutory Trusts (DST). We also explore creative solutions to sticky situations a taxpayer may find itself in obtaining replacement property. This course is ideal for CPAs, EAs, lawyers, real estate professionals, accountants or other tax professionals.

Highlights

Like-kind exchanges have been hailed as one of the few “legal tax shelters” still available for real property investments, but it is really a result of favored tax policy. These relatively straight-forward concepts can help a company significantly improve cash flow by deferring its tax liability. These concepts will be illustrated by real-life examples that present a novel approach to like-kind exchanges as a useful and practical tax-planning idea.

Prerequisites

None.

Designed For

CPAs, EAs, lawyers, real estate professionals, accountants, and other tax professionals.

Objectives

Determine whether a LKE can be used to defer taxes upon the sale of real property. Know when it is appropriate to use a QI in effecting a LKE. Define a DST and how it can be used in obtaining replacement property on a timely basis. Become knowledgeable about ways to appropriately use the LKE structure in unusual situations.

Preparation

None.

Notice

None.

Leader(s):

  • Allison McLeod

Non-Member Price $99.00

Member Price $79.00