1031 Exchanges, Opportunity Zones and Delaware Statutory Trusts (DST)
Joint San Diego and East County San Diego Chapter Virtual Meeting

Date/Time:

Thursday, September 19, 2024
4:00 to 6:00 PM

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: 

Deep dive into advanced strategies for managing your client’s highly appreciated real estate. This course covers 1031 Exchanges, Opportunity Zones, and Delaware Statutory Trusts (DSTs), focusing on optimizing capital gains deferral and tax liability management. Gain technical insights and practical applications tailored for tax professionals.

Presenter:

Jamie Furlong, Managing Partner, Legacy Investments & Real Estate, LLC
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.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02021-24-O
CTEC: 1000-CE-5476

Knowledge Level: Intermediate (Basic knowledge helpful)

Cost:

Registration Fee (Member): $20
Registration Fee (Non-Member): $50

Cancellation and Refund Policy:
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.