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Investing in Tax-Deferred Delaware Statutory Trusts

June 4 @ 11:30 am - 1:00 pm

$45.00

Investing in Tax-Deferred Delaware Statutory Trusts

Taught by Austin Bowlin, CPA – Partner at Real Estate Transition Solutions.
Thursday, June 4th at 11:30 am via Zoom

Thinking about selling your rental property but have concerns about your potential tax liability? Oregon property owners can pay as much as 33.7% in taxes.
The good news is that you can 
defer, reduce, and even eliminate paying taxes by utilizing a tax-deferred Delaware Statutory Trust (DST). 

Join us online and learn about Delaware Statutory Trusts, how they work, who uses them, why they are used, the benefits vs. the risks, and what replacement property options are available to accredited investors*. The class will be taught by Austin Bowlin, CPA – Partner at Real Estate Transition Solutions.  Austin advises investment property owners on the mechanics and tax-considerations of 1031 Exchanges and provides exit strategy analysis, transition planning and execution, and replacement property options available.  Prior to joining Real Estate Transition Solutions, Austin spent four years working for PricewaterhouseCoopers. Austin is a CPA and holds Series 22 and 63 licenses.

IMPORTANT INFORMATION

The information herein has been prepared for educational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. Such offers are only made through the sponsors Private Placement Memorandum (PPM) which is solely available to accredited investors and accredited entities. There are risks associated with investing in real estate properties including, but not limited to, loss of entire investment principal, declining market values, tenant vacancies, and illiquidity. Because investors’ situations and objectives vary this information is not intended to indicate suitability for any particular investor. This material is not to be interpreted as tax or legal advice. Please speak with your own tax and legal advisors for advice/guidance regarding your particular situation. DST 1031 properties are only available to accredited investors and accredited entities only. If you are unsure if you are an accredited investor and/or an accredited entity, please verify with your CPA and Attorney. Real Estate Transition Solutions offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC. Advisory services through Concorde Asset Management, LLC (CAM), an SEC-registered investment adviser. Real Estate Transition Solutions is independent of CIS and CAM.

* An Accredited Investor is an individual with a net worth (excluding primary residence) of $1,000,000+ or annual income in excess of $200,000 for the last two years for an individual or $300,000 for a couple filing jointly.

 

Members $25.00 Non-Members $45.00
Register by end of day June 1, 2020 to save $5
Must pre-register to guarantee a spot.

Information for the login of the Zoom meeting will be sent out the morning of the class. 

Details

Date:
June 4
Time:
11:30 am - 1:00 pm
Cost:
$45.00
Event Category:

Venue

Zoom

Venue

Zoom

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