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1031 Process - Sacramento Chapter In-Person Meeting 9.27.22
Monday, September 27, 2021, 6:00 PM - 8:00 PM PDT
Category: In-Person Chapter Meetings

1031 Process
Sacramento Chapter In-Person Meeting

Date and Time:

Tuesday, September 27, 2022
6:00 - 8:00 PM

Location:

Mimi's Cafe
2029 Alta Arden Way
Sacramento, CA 95825

Course Description: 

This presentation will discuss the basics of the 1031 process, including a brief history and overview of DSTs; why taxpayers exchange into fractional ownership programs; who might be appropriate for DSTs; how to choose a qualified intermediary; and understanding the identification rules and tax considerations when realizing a gain on the sale of real property. The course will go over frequently asked questions regarding DST 1031 and real-world case studies of the client investing in different scenarios. We will cover using leverage with DST properties and all-cash/debt-free DST properties for 1031 exchanges. Course attendees will also be able to see various DST 1031 property case studies and example properties. An opportunity zone fund that is appropriately structured may allow you to defer capital gains tax on the sale of any asset while making an investment that potentially will generate tax-free income. Learn what to look for in opportunity zone fund sponsors.

Speakers: 

Jeff Bangerter, President, Investment Advisor
Jeffrey Bangerter has been working in the Financial Services since 1979; helping his valued clients prepare for and enjoy a comfortable retirement.Jeffrey dedicated his time and resources in order to attain the licenses required to assemble a thoughtful and strategic plan for every client. He is an Enrolled Agent TaxProfessional, Mortgage Loan Originator, Investment Advisor Representative,Registered Securities Representative, Insurance Agent and Real Estate Agent.He empowers clients with the required knowledge to help make smart and informed choices as they enter their Golden Years. His goal for his clients is to potentially reduce tax obligation and provide professional money management. By patiently reviewing information with the client's understanding at focus, he is able to guide the client through each step along the journey. Over the years, he has cultivated our team of professionals at Bangerter Financial Services that are dedicated to assisting each and every client. We have a commitment to provide the best solution for their individual situation though retirement planning, 1031 Exchange and other tax planning strategies to make sure they do not have a point in life where they run out of money. Jeffrey has been seen frequently on Sacramento’s Fox and CBS affiliate TV Stations, providing timely financial information in an easy to understand format.

CPE Information:

2 Federal Tax Update hours (Topics covering new tax law)

IRS: 18QC1-U-01729-22-I
CTEC: 1000-CE-5148

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Member: $25
Non-member: $55

Please contact Cynthia Cordero at [email protected] or 916-612-3256 to register.

Cancellation and Refund Policy for Meeting Purchase:
Written 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.


Contact: Please contact Cynthia Cordero at [email protected] or 916-612-3256 to register.