Description
Highlights Include:
• Overview of IRS Section 1031 Exchange
• Guidelines and hypothetical example of 1031 Exchange
• 1031 Exchange via a DST structure and benefits
• Steps to a 721 Exchange via a DST
• 1031/721 comparison
• Overview of Qualified Opportunity Zones (QOZs)
• Summary of how Qualified Opportunity Fund (QOF) investments may potentially provide favorable tax treatment for investors
• Hypothetical example of a QOZ investment with timeline
Learning Objectives
: Insurance Needs Analysis Perform an insurance needs analysis for a client, Recommend appropriate insurance products, given a client’s stage in the life cycle, family circumstances, and needs.