1031 Exchanges Webinar
As the real estate market changes, different opportunities may become available to help you! Join our panel of 1031 professionals cover the 1031 process from start-to-finish.
Get answers to the questions you’ve wondered about!
What We Will Cover:
- Definition of a 1031 Exchange and the Delaware Statutory Trust
- Hypothetical Property Sale
- The 1031 Exchange Process and Timeline
- Phases of The DST
- Properties that qualify for a 1031 Exchange
- The Role of a Qualified Intermediary
- Boot – What it is and how to avoid it
Tax Strategies Webinar
As the real estate market changes, different opportunities may become available to help you!
What We Will Cover:
- Diversification and inflation management
- How a Roth conversion may help offset paying taxes on assets
- Strategies to help manage risk by using brick and mortar investments reducing or possibly eliminating your capital gains taxes.
- Cost segregation for accelerated depreciation
- Income and long-term capital preservation
- Selling low basis assets, that could possibly minimize taxes
- Steps to take that may help preserve your money from future tax increases
- 1031 Exchanges and Opportunity Zone Strategies
What separates us from the competition? Our Reputation
“Bangerter is great! I’m getting help with important financial dealings just as if I’m a Big Shot! 😂 Seriously, though, they are informative, professional, and have fun get togethers. I’ve recommended them to many family members and friends.”
Love Jeff, Rikki, and the whole team at Bangerter Financial! Very professional, knowledgeable, and super fun! Lots of ongoing education, investment opportunities, interesting speakers, and creative client appreciation events.
“Very professional, knowledgeable and client orientated . One of the BEST financial advisors and investment firms which I have dealt with over all these decades that I have been investing. The entire staff is extremely friendly and accommodating.”