Real Estate, Capital Gains, and Taxes- How to Handle Highly Appreciated Investment Properties
10:00 AM to 12:00 PM PST
Cost: Member: $30 / Non-Member: $60
Thursday, August 31, 2023

Speaker: Jamie Furlong, Managing Partner, Legacy Investments & Real Estate, LLC
2 Federal Tax Law hours (Topics covering existing tax law)
IRS: 18QC1-T-01869-23-O
CTEC: 1000-CE-5303
Knowledge Level: Basic (No prior knowledge expected)

Location:

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

Description: 

Don’t let a lack of knowledge hinder your clients’ financial future! Understanding various capital gains tax strategies and their benefits could be the key component in helping your clients secure their financial legacy.

In this program, Jamie will cover:

• The Power of 1031 Exchanges- Why we consider the 1031 tax code the greatest wealth-building tool
• (5) 1031 Exchange Rules Every Professional Should Know
• 1031 Exchanges Vs Opportunity Zones: which capital gains tax strategy is best for your Client?
• The Delaware Statutory Trust (DST): An IRS- approved 1031 exchange option that few people know about.
• Simplified estate/succession planning strategies when real estate is involved.

Presenter:

Jamie Furlong, Managing Partner, Legacy Investments & Real Estate, LLC
Speaker Bio: Jamie Furlong is the Managing Partner of Legacy Investments & 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. To date, Jamie has overseen tens of millions of dollars of 1031 exchange transactions into Delaware Statutory Trusts. She regularly speaks to commercial and residential real estate groups, estate planning councils, and CPA associations. Anyone in, considering, or advising on 1031 exchanges can benefit from knowing Jamie. Her services are appreciated by real estate investors, brokers, CPAs, lawyers, bankers, and other advisors. 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 studied on scholarship and earned a Bachelor of Science in Mathematics and Economics.

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 may speculative, illiquid, and carry a high degree of risk – including the potential loss of the entire investment.. Diversification does not guarantee a profit or protect against a loss in a declining market. It is a method used to help manage investment risk. Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated. 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.

Cancellation and Refund Policy:
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.

CSTC has been approved by the California Tax Education Council to offer continuing education courses that count as credit towards the annual “continuing education” requirement imposed by the State of California for CTEC Registered Tax Preparers. A listing of additional requirements to register as a tax preparer may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA, 95812-2890, by phone toll-free at (877) 850-2832, or on the Internet at www.ctec.org.