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Upcoming Webinars and Events

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Tax-Exemption and Tax-Deferral Strategy on Primary Home

May 12th, 11am PST

Thinking about selling your Investment Property? Consider Exchanging into a Tax-Deferred Delaware Statutory Trust (DST).

Why Consider a DST?
Attention Real Property Owners and Real Estate Professionals:
Homeowners often avoid selling their primary home because of capital gains tax. There is another strategy that uses Section 121 and Section 1031 of the Internal Revenue Code. If executed correctly, a real property owner could receive a tax-free exemption and a tax-deferral of capital gains.

Join us and learn how to combine an IRC Section 121 and an IRC Section 1031.

What you'll Learn:

  1. What is Section 121 of the IRC?
  2. What is Section 1031 of the IRC?
  3. 1031 Exchange Process Overview
  4. What is a Delaware Statutory Trust (DST)
  5. How to Use a DST in an Exchange
  6. Who Needs to Know About the DST?

Hosted by: Peter K. Fisher (Sequent RE+WM) Co-Founder and Principal

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How to Sell Your Property and Sail Off into the Sunset! 1031 Exchange.

June 9th, 11am PST

Thinking about selling your Investment Property? Consider Exchanging into a Tax-Deferred Delaware Statutory Trust (DST).

Attention Real Property Owners and Real Estate Professionals:
You have taken the first step and considered selling your investment property and have now found out if you sell a rental or investment asset, you can defer capital gains and depreciation recapture taxes by buying an investment replacement property. This like-kind exchange is called a 1031 exchange after the relevant section of the tax code.

Join us and learn more about the steps of a 1031 exchange and options of like-kind replacement property.

What you'll Learn:

  1. Why do individuals sell Investment Property?
  2. What is an IRC Section 1031?
  3. 1031 Exchange Process Overview.
  4. What is a Delaware Statutory Trust (DST)?
  5. How to Use a DST in an Exchange.
  6. Avoid the Pitfalls of a 1031 Exchange.

Hosted by: Peter K. Fisher (Sequent RE+WM) Co-Founder and Principal

Register

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Don't be Called a Tax Payer! What are the Pitfalls of a 1031 Exchange?

July 13th, 11am PST

Attention Real Property Owners and Real Estate Professionals:
When executing a 1031 exchange, specific guidelines need to be followed, such as the timing of identification and replacing the total value of the relinquished asset. What happens when you do not have a property to identify by day 45 or enough replacement property to cover the full exchange? Join us to learn about the pitfalls of a 1031 exchange and what to do when a failure occurs.

Join us and learn how to combine an IRC Section 121 and an IRC Section 1031.

What you'll Learn:

  1. - 1031 Exchange Process Overview
  2. - Failed Exchange Options
  3. - What is a Delaware Statutory Trust (DST)?
  4. - Benefits vs. Risks of DSTs
  5. - How to Use a DST in an Exchange
  6. - Who Needs to Know About the DST?

Hosted by: Peter K. Fisher (Sequent RE+WM) Co-Founder and Principal

Register

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Learn how to grow your practice with DSTs

Available Upon Request

Attention Real Estate Investors:
Tired of Property Management? Join us to learn how to utilize the Delaware Statutory Trust (DST) as a replacement property solution.

Hosted by: Peter K. Fisher, Co-Founder & Director, Sequent Real Estate + Wealth Management