Master 1031 Exchanges: Ultimate Guide to Tax Savings in 2024

Master 1031 Exchanges: Ultimate Guide to Tax Savings in 2024, available at $64.99, has an average rating of 4.14, with 92 lectures, 1 quizzes, based on 7 reviews, and has 2487 subscribers.

You will learn about Unlock TAX-SAVING Opportunities: By learning the basics of a 1031 exchange, you'll discover how to legally minimize your tax liability Strategic Financial Planning: Understanding 1031 EXCHANGE RULES, make informed decisions when & how to leverage this tax-deferral strategy to your advantage Preserve and Grow Your Wealth: How to IDENTIFY eligible replacement properties and make the most of the 45-DAY identification period and 180-DAY exchange period Comprehensive Guidance on Different Exchange Types: Mastering the various types of 1031 exchanges, especially DEFERRED exchanges Master Tax Implications: Know 1031 exchange is fully NONTAXABLE, PARTIALLY taxable, and strategically handle "BOOTS" for maximum financial benefit Save Time & Money with QUALIFIED INTERMEDIARIES: How to work with them effectively, save valuable time, resources, ensure compliance with IRS regulations Take Charge of Your Financial Future: How to calculate gain REALIZED, RECOGNIZED, compute BASIS, DEPRECIATION recapture, MORTGAGE, & Form 8824 Unbeatable Guarantee: Enroll now & gain the knowledge you need to thrive in the world of real estate investment. 100% of your money back 30 days guarantee This course is ideal for individuals who are Real estate investors at all levels (from beginners to advanced) aiming to gain a deep understanding of this tax-saving strategy to supercharge their investment game or Real estate agents, brokers, or intermediaries seeking to master 1031 exchanges to empower their clients with smart investment choices and tax advantages or Accountants and tax professionals eager to guide and advise clients on planning for 1031 exchanges and optimizing their tax returns It is particularly useful for Real estate investors at all levels (from beginners to advanced) aiming to gain a deep understanding of this tax-saving strategy to supercharge their investment game or Real estate agents, brokers, or intermediaries seeking to master 1031 exchanges to empower their clients with smart investment choices and tax advantages or Accountants and tax professionals eager to guide and advise clients on planning for 1031 exchanges and optimizing their tax returns.

Enroll now: Master 1031 Exchanges: Ultimate Guide to Tax Savings in 2024

Summary

Title: Master 1031 Exchanges: Ultimate Guide to Tax Savings in 2024

Price: $64.99

Average Rating: 4.14

Number of Lectures: 92

Number of Quizzes: 1

Number of Published Lectures: 66

Number of Published Quizzes: 1

Number of Curriculum Items: 93

Number of Published Curriculum Objects: 67

Original Price: $199.99

Quality Status: approved

Status: Live

What You Will Learn

Unlock TAX-SAVING Opportunities: By learning the basics of a 1031 exchange, you'll discover how to legally minimize your tax liability
Strategic Financial Planning: Understanding 1031 EXCHANGE RULES, make informed decisions when & how to leverage this tax-deferral strategy to your advantage
Preserve and Grow Your Wealth: How to IDENTIFY eligible replacement properties and make the most of the 45-DAY identification period and 180-DAY exchange period
Comprehensive Guidance on Different Exchange Types: Mastering the various types of 1031 exchanges, especially DEFERRED exchanges
Master Tax Implications: Know 1031 exchange is fully NONTAXABLE, PARTIALLY taxable, and strategically handle "BOOTS" for maximum financial benefit
Save Time & Money with QUALIFIED INTERMEDIARIES: How to work with them effectively, save valuable time, resources, ensure compliance with IRS regulations
Take Charge of Your Financial Future: How to calculate gain REALIZED, RECOGNIZED, compute BASIS, DEPRECIATION recapture, MORTGAGE, & Form 8824
Unbeatable Guarantee: Enroll now & gain the knowledge you need to thrive in the world of real estate investment. 100% of your money back 30 days guarantee

Who Should Attend

Real estate investors at all levels (from beginners to advanced) aiming to gain a deep understanding of this tax-saving strategy to supercharge their investment game
Real estate agents, brokers, or intermediaries seeking to master 1031 exchanges to empower their clients with smart investment choices and tax advantages
Accountants and tax professionals eager to guide and advise clients on planning for 1031 exchanges and optimizing their tax returns

Target Audiences

Real estate investors at all levels (from beginners to advanced) aiming to gain a deep understanding of this tax-saving strategy to supercharge their investment game
Real estate agents, brokers, or intermediaries seeking to master 1031 exchanges to empower their clients with smart investment choices and tax advantages
Accountants and tax professionals eager to guide and advise clients on planning for 1031 exchanges and optimizing their tax returns

Are you ready to revolutionize your real estate investment strategy and maximize your profits in 2024? Look no further – our “Master 1031 Exchanges” course is your key to unlocking unparalleled tax savings and financial success. Whether you’re a novice investor or an experienced professional, this comprehensive course is tailored to elevate your expertise in 1031 exchanges and transform the way you approach real estate investments.

Please note that this course is based on US Tax Laws.

Who Should Enroll?

Real estate investors at all levels (from beginners to advanced) aiming to gain a deep understanding of this tax-saving strategy to supercharge their investment game.
Real estate agents, brokers, or intermediaries seeking to master 1031 exchanges to empower their clients with smart investment choices and tax advantages.
Accountants and tax professionals eager to guide and advise clients on planning for 1031 exchanges and optimizing their tax returns.

Unleash the Potential of 1031 Exchanges:

The Power of 1031 Exchange: Discover why 1031 exchanges are the ultimate weapon in your investment arsenal, enabling you to save substantially on capital gain taxes.
Why You Should Not Miss Out on a 1031 Exchange?: Learn the invaluable benefits of 1031 exchanges and why they are a must-have strategy in your real estate toolkit.
What are the Cons of a 1031 Exchange?: Understand the nuances and potential drawbacks, ensuring you make informed decisions.
Is 1031 Exchange Right For You?: Determine if this strategy aligns with your investment goals and ambitions.
What Is a 1031 Exchange?: Master the fundamentals, laying a solid foundation for your journey.
What Types of Properties Qualify for a 1031 Exchange?: Navigate the intricacies of like-kind exchanges, distinguishing between real and personal properties.
Additional Non-Taxable Swaps: Explore advanced strategies and exceptions that can further amplify your savings.
How to Set Up a 1031 Exchange?: Unlock the step-by-step process, ensuring a seamless transition and substantial tax advantages.
How to Calculate Gain and Loss: Gain expertise in assessing your investments, understanding property basis, and optimizing your returns.
What Happens When Unlike Property Is Also Traded in the Exchange?: Navigate complex scenarios confidently, knowing how to handle non-like-kind properties.
How to Prepare for Tax: Gain insights into accounting best practices and tax considerations for real estate investors.
Exit Strategies: Craft effective exit plans to maximize your returns.
What to Do While Holding the Asset: Learn about reserve exchanges and strategies to preserve your tax savings.
1031 Success Checklist: A comprehensive guide to ensure you’re on the right track every step of the way.

Course Benefits:

Save substantial capital gain tax on investment real estate properties through strategic 1031 exchanges.
Gain confidence and peace of mind, knowing you have the knowledge and tools to execute this strategy flawlessly.

What Sets Us Apart:

Experienced Instructor: Taught by experienced Enrolled Agent with more than 15 years of experience in tax and real estate.
Comprehensive: Unlike fragmented courses and scattered YouTube videos, we bring all aspects of 1031 exchanges together in an easy-to-understand format.
Easy to Understand: We break down complex concepts into logical, interconnected modules, ensuring you grasp every detail effortlessly.

Don’t miss this opportunity to transform your real estate investments in 2024. Enroll today and take your first step toward financial success with the most comprehensive 1031 exchange course available. Join our community of savvy investors and professionals who are mastering the art of tax savings. Your financial future starts here!

Whether you are a complete beginner OR you want to SKYROCKET your current REAL ESTATE result, this course has everything you need to succeed.

RISK-FREE: If this course doesn’t deliver results, Udemy will refund your entire purchase amountwithin 30 days. NO questions asked!

You have nothing to lose and so much to gain!

DISCLAIMER: The information and guidance offered on this website are intended solely for educational and general informational purposes. Mia Le and Strategy Street Smart expressly disclaim any responsibility for any direct, incidental, consequential, indirect, or punitive damages that may result from accessing or using any of the content accessible through this platform. Prior to making any investment decisions, it is strongly advised that you seek guidance from a qualified financial advisor or another professional specializing in wealth management.

While Mia Le and her associated entities exercise due diligence to maintain the accuracy and currency of the content on this platform, all information provided herein is presented “as is” without any warranties or representations of any nature regarding its accuracy or appropriateness for your specific needs.

Any hyperlinks leading to external websites are included solely for convenience, and Strategy Street Smart urges you to review the privacy policies of such third-party websites.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Welcome (Start here!)

Chapter 2: The Power of A 1031 Exchange

Lecture 1: Why You Should Not Miss Out on a 1031 Exchange?

Lecture 2: When NOT to Use a 1031 Exchange?

Chapter 3: 1031 Exchange Deep Dive

Lecture 1: What Is a 1031 Exchange? How 1031 Exchange Works

Lecture 2: What Are the Requirements of a 1031 Exchange?

Lecture 3: Calculate Gains & Losses Like a Seasoned PRO: Realized vs Recognized Gain

Lecture 4: When Is an Exchange Taxable, Non-Taxable, or Partially-Taxble?

Chapter 4: Deferred Exchange

Lecture 1: What Is a Deferred Exchange?

Lecture 2: What Is a Multi-Party Exchanges?

Lecture 3: Why and How We Should Do Multi-Property Exchanges with Example

Lecture 4: Qualified Expenses vs. Non-Qualified Expenses: What Are 1031 Exchange Expenses?

Lecture 5: How to Calculate Basis of Replacement Property, Losses on Exchanged Property

Lecture 6: How to Treat Mortgages

Lecture 7: Incidental Properties

Lecture 8: Related-Party Exchanges

Lecture 9: Additional Identification Rules: 3-Property, 200%, 95% Rule

Chapter 5: Depreciable Basis of Like-Kind Property

Lecture 1: Depreciable Basis

Lecture 2: Building-to-Land Ratios

Lecture 3: Excess Basis

Lecture 4: Depreciation in Final Year for Property Traded

Lecture 5: Depreciation Method for Replacement Property

Lecture 6: Electing Out of General Rule

Lecture 7: Depreciation Recapture

Lecture 8: 1031 Exchange Worksheet with Example

Chapter 6: Reporting Exchanges

Lecture 1: Form 8824 Overview

Lecture 2: Form 8824 Walkthrough with Example

Chapter 7: Safe Harbors

Lecture 1: Safe Harbors Against Actual and Constructive Receipt in Deferred Exchanges

Chapter 8: Qualified Intermediary

Lecture 1: How to Chose and Work with a Qualified Intermediary?

Lecture 2: How Long Can Funds Stay in a 1031 Exchange Account?

Chapter 9: Delaware Statutory Trust

Lecture 1: What Is a Delaware Statutory Trust and Its Benefits?

Lecture 2: Who Might Find a DST Investment Suitable?

Lecture 3: Investing in DST Properties

Lecture 4: Advantages & Disadvantages of Delaware Statutory Trust (DST) Investments

Lecture 5: Deep Dive: How Does a DST Work?

Chapter 10: Mini Q&As

Lecture 1: Mandatory Waiting Period from a Like-Kind Exchanged Property to Personal Use?

Lecture 2: Is Foreign Real Property Eligible for a Like-Kind Exchange?

Lecture 3: What Rules Apply to Property Exchanges Involving Construction?

Lecture 4: Can I Perform a Like-Kind Exchange Into a Property Being Sold by a Relative?

Lecture 5: What Happens if a 1031 Exchange Fails?

Lecture 6: Can I really use both a 1031 Exchange and a Section 121 Exclusion together?

Lecture 7: Can I Use Seller Financing When Selling & Buying Properties in a 1031 Exchange?

Lecture 8: Can Suspended Passive Losses be Applied in Like-Kind Exchanges?

Lecture 9: What Are the Top 10 Tax Tips When Doing a 1031 Exchange?

Lecture 10: How Can a Reverse 1031 Exchange Be Combined with a Forward Delayed Exchange?

Lecture 11: 1031 vs. 1033 Exchange: What Are the Differences?

Lecture 12: What Steps to Take When Exchanging Late in the Year?

Lecture 13: Tax Straddling: How to Defer Capital Gains Tax for 1 More Year?

Lecture 14: REITs vs. DSTs: Which One Is Better for You?

Lecture 15: Can I Change Entities During a 1031 Exchange?

Lecture 16: Is it Possible to Alter Ownership in a 1031 Replacement Property?

Lecture 17: Can I Do Cash Out Refinancing After a 1031 Exchange?

Lecture 18: Can I Change Investment Allocations During a 1031 Exchange?

Lecture 19: Does a Vacation Home or an AirBnB Qualified for a 1031 Exchange?

Chapter 11: EXTRA: Introduction to Reverse 1031 Exchange

Lecture 1: Overview and Purpose to Mastering Reverse 1031 Exchange

Lecture 2: Reverse 1031 Exchange vs. Deferred 1031 Exchange

Lecture 3: When and Why to Use a Reverse Exchange

Lecture 4: Understanding the Regulations of Reverse 1031 Exchanges: IRS Revenue Procedure 2

Lecture 5: Timeline of a Reverse 1031 Exchange

Lecture 6: Example of a Reverse 1031 Exchange

Chapter 12: EXTRA: Setting Up an Exchange Accommodation Titleholder (EAT)

Lecture 1: Role and Importance of an EAT

Lecture 2: Parking Relinquished or Replacement Property

Lecture 3: The Role of a Qualified Intermediary in Setting Up an Exchange Accommodation Tit

Lecture 4: Strategy #1: Exchange Later (EAT Buys Replacement Property)

Lecture 5: Strategy #2: Exchange First (EAT Buys Relinquished Property)

Chapter 13: Conclusion

Lecture 1: 1031 Exchange Success Checklist

Lecture 2: Final Step!

Instructors

Mia Le, EA, MBA
Enrolled Agent, Master Tax Advisor

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4 stars: 2 votes
5 stars: 4 votes

Frequently Asked Questions

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