Introduction to Tax Benefits of 1031 Exchanges, DSTs and Qualified Opportunity Zones
Orange County Chapter In-Person Meeting

Date/Time:

Wednesday, September 13, 2023
6:00 PM to 9:00 PM

Location:

Santa Ana Elks Lodge
Emerald Rooms
1751 S. Lyons St
Santa Ana, CA 92705
Plenty of free onsite parking

Topic: 

King Financial will be presenting an Introduction to 1031 Exchanges, Delaware Statutory Trusts (DSTs) and Qualified Opportunity Zones (QOZ's). 1031 Exchanges allow taxpayers to defer capital gains tax into qualified exchanges, including DSTs, which allow investors to pool funds into real estate, providing tax benefits and future income. QOZs offer tax incentives for investments in economically disadvantaged areas, fostering growth. Both mechanisms serve as valuable options for savvy investors seeking tax advantages and financial growth.

Presenter:

Braxton Allen
Braxton R. Allen, Vice President of Inland Securities Corporation, is responsible for partnering with financial advisors in Northern California and the Pacific Northwest to complete successful 1031 exchange transactions and cash investments with Inland Private Capital Corporation. Prior to his promotion to VP, Mr. Allen was a Private Capital Consultant with Inland and an internal wholesaler for the Southeast and Northern California territories. He began his career with Inland in 2011. Mr. Allen graduated from Valdosta State University with a B.B.A in Marketing in 2010. He holds series 7 and 63 licenses with the Financial Industry Regulatory Authority (FINRA).

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01883-23-I
CTEC: 1000-CE-5319

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Price IF REGISTERED BY September 11, 2023
Member Price: $40
Staff or Spouse of Member: $50
Non-Member Price: $70

Registration Price IF REGISTERED AFTER September 11, 2023
Member Price: $50
Staff or Spouse of Member: $50
Non-Member Price: $80

Menu options to be selected at the time of registration. All meals include a nice salad and dessert, iced tea and/or coffee.

Important Registration Information:  On-Site Registration is available -- Cash or Check only, please. At-the-door pricing: Member $50, Spouse or Staff Member $50. Non-Member Price $80.

Cancellation and Refund Policy for Webinar 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.