Events
Prev MonthPrev Month Next MonthNext Month
My Tax Consultant, The Hero! Help Your Clients Retire from Landlording Without a Tax Bill Using Delaware Statutory Trusts in a 1031 Exchange - San Jose Chapter Virtual Meeting 6.15.22
Wednesday, June 15, 2022, 5:00 PM - 7:00 PM PDT
Category: Chapter Meetings

My Tax Consultant, The Hero! Help Your Clients Retire from Landlording Without a Tax Bill Using Delaware Statutory Trusts in a 1031 Exchange
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, June 15, 2022
5:00 to 7:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Do you have real estate clients who are tired of toilets, tenants, and trash? Are they looking for a way to retire from landlording, replace their income potential, and manage their transfer of wealth without a large tax bill? Then join us to learn more about relatively unknown 1031 exchange strategies utilizing Delaware Statutory Trust investments that may be the solution your clients are waiting to hear about.

DISCLOSURE: This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Because investor situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Real estate investments involve risks, which will be discussed at this event. Securities offered through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Legacy Investment Real Estate, LLC is independent of CIS. This is informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments.

Presenter:

Jamie Furlong is the Managing Partner of Legacy Investment Real Estate, LLC (LIRE). LIRE was founded to exclusively serve clients seeking to acquire replacement properties in a 1031 exchange. Jamie’s clients rely on her to help them navigate the complexities and time restrictions in the ever-changing 1031 environment. Jamie has overseen tens of millions of dollars of 1031 exchange transactions into Delaware Statutory Trusts. She is a member of her local Rotary Club where she serves on the club’s board of directors and is a director of their foundation. She is passionate about international service and is currently co-chairing an $800,000 clean water project with Rotary International and World Vision. Jamie Furlong is a graduate of the University of Southern California where she earned a Bachelor of Science in Mathematics and Economics.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01657-22-O
CTEC: 1000-CE-5065

Knowledge Level: Advanced (More experienced)

Cost:

Member (Before June 12, 2022): $0
Non-Member (Before June 12, 2022)$30

Member (After June 12, 2022): $10
Non-Member (After June 12, 2022)$40

Cancellation and Refund Policy for Webinar Purchase
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.


This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.