Attend upcoming webinar and earn continuing education credits. An Overview of Opportunity Zones (OZ) and a Comparison of the Pros and Cons of OZ vs. 1031 Exchanges | | | | | | Presenter: Scott Saunders, of Asset Preservation, Inc. | | Credits: CPE, IRS EA, CLE in all states (Credit Details) | | Can't attend live? By registering, you will be able to view the course live, view a recording at any time after the live presentation, or both. | | Viewing Options: View on your computer, tablet, or smartphone | | | | | | | | | | In this practical webinar, you will learn how Opportunity Zone (OZ) investments represent one of the best tax advantaged and tax-saving strategies for investors right now. As advisors, your clients are turning to you for advice on understanding this new tax provision and how to properly understand the rules and process. You will learn an overview of Opportunity Zone investments and will receive an in-depth side by side comparison of this investment and tax strategy compared to IRC Section 1031 tax deferred exchanges. Upon course completion, you will be able to: - Outline Opportunity Zone time deadlines and rules and processes;
- Describe the three (3) ways to combine Opportunity Zone and Section 1031 exchanges;
- Describe the two (2) approaches that DO NOT work combining OZ with Section 1031;
- Compare each strategy and note which approach works best for different investment scenarios;
- Determine when OZ is generally the preferred strategy and summarize why;
- Determine when Section 1031 is the preferred strategy and summarize why.
| | | | | | | Scott R. Saunders is Senior Vice President with Asset Preservation, Inc. (API), a leading national IRC §1031 Qualified Intermediary, that has successfully completed over 160,000 §1031 tax deferred exchanges throughout the nation. Scott holds a Business Economics degree from the University of California at Santa Barbara. He is the contributing author to the book Real Estate Exchanges: Using the Tax Deferred Exchange in Real Estate Investment Management, and has been featured in The Wall Street Journal, CNBC and Forbes Real Estate Investor. Mr. Saunders is a Board Member of the Federation of Exchange Accommodators, the national IRC Section 1031-exchange industry trade association. | | | | | | | | | ● Earn continuing education credit for no additional fee ● Access courses on your computer, tablet, or smartphone ● More than 75 live webinars each month ● More than 1,500 on-demand courses | | | | | |
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