EVENTS

Webinar: Advanced 1031 Exchange Exit Strategies
12/07/20
Do you have property that is eligible for 1031 exchange, but you're not sure what to replace it with? In the ...
Authored by: Anonymous
Authored on: Mon, 12/07/2020 - 21:17
0
0

<p>Join Roy Pfleger of RVP II Consulting, and David Gorenberg, Managing Director of Accruit, as they discuss the basics of 1031 exchanges, and replacement property options including NNN, TICs, DSTs and more.</p>

<p>Date: Tuesday, December 15th, 2020</p>

<p>Time: 11:00 AM-12:00 PM EST<br />
Location: Online</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>In this 1-hour webinar, you'll:&nbsp;</p>

<ul>
<li>Learn the basics of 1031 exchange, including the process and different types of exchanges</li>
<li>Know how and why to leverage the benefits of 1031 exchange as it relates to various replacement property options, including NNN, TIC, DST, and oil and gas royalties.</li>
</ul>

<p>This webinar is presented in collaboration with RVP II Consulting</p>
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<p><span class="hs-cta-wrapper" id="hs-cta-wrapper-4c34c848-591e-41ae-967b-d613cad8e2f2"><span class="hs-cta-node hs-cta-4c34c848-591e-41ae-967b-d613cad8e2f2" id="hs-cta-4c34c848-591e-41ae-967b-d613cad8e2f2"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/4c34c848-591e-41a…; target="_blank"><img alt="Register Now" class="hs-cta-img" id="hs-cta-img-4c34c848-591e-41ae-967b-d613cad8e2f2" src="https://no-cache.hubspot.com/cta/default/6205670/4c34c848-591e-41ae-967…; style="border-width:0px;" /></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(6205670, '4c34c848-591e-41ae-967b-d613cad8e2f2', {}); </script></span><!-- end HubSpot Call-to-Action Code --></p>

<h2>About the Speakers:&nbsp;</h2>

<h3>Roy Pfleger II, Financial Consultant</h3>

<p><img alt="" src="/sites/default/files/files/Roy%20Pfleger%20Headshot.png" style="margin-left:30px; margin-right:30px; width:100px; height:140px; float:left" />Roy&nbsp;has spent his entire career within the financial services sector. He began his journey at one of the country’s top John Hancock agencies as an intern. During his tenure at John Hancock and over the course of his career, Roy gained vast experience in financial services and excelled in management. Roy oversaw multiple branch offices locally and around the country. He had responsibilities in compliance, supervision, marketing, recruiting, day-to-day operations, administration, life insurance case management, business and investment processing, transitioning books of business and client accounts, and technology implementation.</p>

<p>As the President and Owner of RVPII Consulting, Roy Pfleger&nbsp;set out to break the boundaries of the traditional financial services experience by incorporating his managerial and operational background. By using his knowledge and expertise, Roy focuses on guidance, accountability, and implementation of strategies, to share with his clients along their financial planning journey.</p>

<p>&nbsp;</p>

<h3>David Gorenberg, Esq., CES ®, Managing Director, Accruit</h3>

<p><img alt="" src="/sites/default/files/files/David%20Gorenberg%20Headshot.jpg" style="margin-left:30px; margin-right:30px; width:100px; height:150px; float:left" />A dedicated and successful professional, David Gorenberg has over twenty years of experience in business development and public speaking. His dynamic personality enables him to make effective presentations to groups both large and small, at all professional levels. David has written and spoken extensively on&nbsp;1031 Exchange&nbsp;transactions pursuant to Section 1031 of the&nbsp;Internal Revenue Code&nbsp;, and Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as&nbsp;like-kind&nbsp;replacement property&nbsp;solutions for 1031 Exchange transactions pursuant to IRS Revenue Procedure 2002-22 and Revenue Ruling 2004-86.</p>

<p>Prior to joining Accruit, he was with Wilmington Trust, where he served as the Vice President and Product Leader for Wilmington Trust 1031 Exchange, LLC out of Wilmington, DE. Prior to that, he spent six years with Citibank’s 1031 operations, where he built their 1031 Exchange service from the ground up, ultimately generating over $850 million in annual deposits for the bank. In addition he has held leadership positions with three other national Qualified Intermediaries (Accommodators). Prior to becoming a full time&nbsp;Qualified Intermediary&nbsp;, David managed a successful law practice, where he was involved in business and real estate transactions. In that capacity, David has guided his clients through 1031 Exchange transactions since 1992.</p>

<p>&nbsp;</p>

Thu, 07/20/2023 - 18:44
On
Advanced 1031 Exchange Exit Strategies
11/12/20
Do you have property that is eligible for 1031 exchange, but you're not sure what to replace it with? In the ...
Authored by: Anonymous
Authored on: Thu, 11/12/2020 - 21:01
0
0

<p>Join Dan Raupp of Fortitude Investments, and David Gorenberg, Managing Director of Accruit, as they discuss the basics of 1031 exchanges, and replacement property options including NNN, TICs, DSTs and more.</p>

<p>Date: Thursday, December 3rd, 2020</p>

<p>Time: 09:00 AM-10:30 AM EST<br />
Location: Online</p>

<p>&nbsp;</p>

<p>&nbsp;</p>

<p>In this 1-1/2 hour webinar, you'll:&nbsp;</p>

<ul>
<li>Learn the basics of 1031 exchange, including the process and different types of exchanges</li>
<li>Know how and why to leverage the benefits of 1031 exchange as it relates to various replacement property options, including NNN, TIC, DST, and oil and gas royalties.</li>
</ul>

<p>This webinar is presented in collaboration with <a href="https://www.fortitudeinvestments.com/">Fortitude Investment Group</a>.</p>
<!--HubSpot Call-to-Action Code -->

<p><span class="hs-cta-wrapper" id="hs-cta-wrapper-ad5495ee-a266-40d6-b682-3c02c0b17356"><span class="hs-cta-node hs-cta-ad5495ee-a266-40d6-b682-3c02c0b17356" id="hs-cta-ad5495ee-a266-40d6-b682-3c02c0b17356"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/ad5495ee-a266-40d…; target="_blank"><img alt="Register Now" class="hs-cta-img" id="hs-cta-img-ad5495ee-a266-40d6-b682-3c02c0b17356" src="https://no-cache.hubspot.com/cta/default/6205670/ad5495ee-a266-40d6-b68…; style="border-width:0px;" /></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(6205670, 'ad5495ee-a266-40d6-b682-3c02c0b17356', {}); </script></span><!-- end HubSpot Call-to-Action Code --></p>

<h2>About the Speakers:&nbsp;</h2>

<h3>Daniel Raupp, Managing Partner, Fortitude Investment Group</h3>

<p><img alt="Daniel Raupp Headshot" src="/sites/default/files/files/Dan%20Headshot.jpg" style="margin-left:30px; margin-right:30px; width:100px; height:150px; float:left" /> Daniel Raupp is a co-founder and the Managing Partner of Fortitude Investment Group, where he leads the company’s wealth management practice with particular focus on real-estate private equity and helping clients with tax-efficient investment solutions in the area of 1033 and 1031 eligible asset-back securities. Dan began his career in Charlotte, NC with Bank of America in 1999 and parlayed that early experience into a profession where he has been widely recognized for his work in venture capital, investment banking and real estate. Dan is an active member of several charitable organizations, including GLADS.org, a non-profit committed to helping place people with down syndrome with adopting parents. Dan lives in New York with his family of four daughters and his beautiful wife.</p>

<p>&nbsp;</p>

<h3>David Gorenberg, Esq., CES ®, Managing Director, Accruit</h3>

<p><img alt="David Gorenberg Headshot" src="/sites/default/files/files/David%20Gorenberg%20Headshot.jpg" style="margin-left:30px; margin-right:30px; width:100px; height:150px; float:left" />A dedicated and successful professional, David Gorenberg has over twenty years of experience in business development and public speaking. His dynamic personality enables him to make effective presentations to groups both large and small, at all professional levels. David has written and spoken extensively on&nbsp;1031 Exchange&nbsp;transactions pursuant to Section 1031 of the&nbsp;Internal Revenue Code&nbsp;, and Tenant-In-Common (TIC) and Delaware Statutory Trust (DST) investment properties as&nbsp;like-kind&nbsp;replacement property&nbsp;solutions for 1031 Exchange transactions pursuant to IRS Revenue Procedure 2002-22 and Revenue Ruling 2004-86.</p>

<p>Prior to joining Accruit, he was with Wilmington Trust, where he served as the Vice President and Product Leader for Wilmington Trust 1031 Exchange, LLC out of Wilmington, DE. Prior to that, he spent six years with Citibank’s 1031 operations, where he built their 1031 Exchange service from the ground up, ultimately generating over $850 million in annual deposits for the bank. In addition he has held leadership positions with three other national Qualified Intermediaries (Accommodators). Prior to becoming a full time&nbsp;Qualified Intermediary&nbsp;, David managed a successful law practice, where he was involved in business and real estate transactions. In that capacity, David has guided his clients through 1031 Exchange transactions since 1992.</p>

<p>&nbsp;</p>

Wed, 03/10/2021 - 01:25
On
Webinar: Mechanics of 1031 Tax-Deferred Exchange
10/27/20
As members of IRELA (Illinois Real Estate Lawyers Association), Accruit is pleased to have Senior Director Jordan Born co-presenting the ...
Authored by: Anonymous
Authored on: Tue, 10/27/2020 - 17:34
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0

<p>This will be a discussion of the general concepts of 1031 tax-deferred exchanges of real estate, including the technical and chronological requirements as well as the process, procedures and different structures. Attorneys in attendance will come away with a basic working knowledge of 1031 transactions, and recognize some of the terminology and instances where a client may want to consider a 1031 exchange transaction or need the services of a professional qualified intermediary (QI), exchange accommodation titleholder (EAT), or registered investment advisor (RIA) in acquiring like-kind replacement property.</p>

<h2>presented by</h2>

<p>Jordan Born, Accruit</p>

<p>Joseph LoPresti, Arlington Wealth Management</p>

<p>When: Wednesday, November 11th, 8:15-9:30AM CST</p>

<p>Where: Online</p>

<p>MCLE approved for 1-hour credit</p>

<p>Registration is Free for IRELA Members</p>

<p>Non-Members ~ $50</p>
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Wed, 03/10/2021 - 01:26
On
Webinar: 1031 Exchange for Residential Agents & Brokers
10/12/20
Do you have clients who own investment property? Have you ever wondered how to incorporate 1031 tax-deferred exchange into your residential ...
Authored by: Anonymous
Authored on: Mon, 10/12/2020 - 15:45
0
0

<p>Do you have clients who own investment property? Have you ever wondered how to incorporate 1031 tax-deferred exchange into your residential business? While generally, residential properties are not eligible for 1031 exchange, you may have clients who are buying or selling a property that qualifies.&nbsp;We will be providing a high level overview during this webinar on how the concepts of 1031 not only benefit your clients but also you as a broker.</p>
<!--HubSpot Call-to-Action Code -->

<p><span class="hs-cta-wrapper" id="hs-cta-wrapper-e3d60e2b-3acb-4589-992d-0273ac7a3e78"><span class="hs-cta-node hs-cta-e3d60e2b-3acb-4589-992d-0273ac7a3e78" id="hs-cta-e3d60e2b-3acb-4589-992d-0273ac7a3e78"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/e3d60e2b-3acb-458…; target="_blank"><img alt="Register Now" class="hs-cta-img" id="hs-cta-img-e3d60e2b-3acb-4589-992d-0273ac7a3e78" src="https://no-cache.hubspot.com/cta/default/6205670/e3d60e2b-3acb-4589-992…; style="border-width:0px;" /></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(6205670, 'e3d60e2b-3acb-4589-992d-0273ac7a3e78', {}); </script></span><!-- end HubSpot Call-to-Action Code --></p>

<p>&nbsp;</p>

<p>CE Credits available through Texas Real Estate Commission (TREC)<br />
Course Number: 39194<br />
1 hour CE Credit<br />
Instructor: Brendan Lewis</p>

Wed, 03/10/2021 - 01:26
On
Webinar: 1031 Exchange for Residential Agents & Brokers
09/17/20
Do you have clients who own investment property? Have you ever wondered how to incorporate 1031 tax-deferred exchange into your residential ...
Authored by: Anonymous
Authored on: Thu, 09/17/2020 - 02:49
0
0

<p>Do you have clients who own investment property? Have you ever wondered how to incorporate 1031 tax-deferred exchange into your residential business? While generally, residential properties are not eligible for 1031 exchange, you may have clients who are buying or selling a property that qualifies.&nbsp;We will be providing a high level overview during this webinar on how the concepts of 1031 not only benefit your clients but also you as a broker.</p>
<!--HubSpot Call-to-Action Code -->

<p><span class="hs-cta-wrapper" id="hs-cta-wrapper-e3d60e2b-3acb-4589-992d-0273ac7a3e78"><span class="hs-cta-node hs-cta-e3d60e2b-3acb-4589-992d-0273ac7a3e78" id="hs-cta-e3d60e2b-3acb-4589-992d-0273ac7a3e78"><!--[if lte IE 8]><div id="hs-cta-ie-element"></div><![endif]--><a href="https://cta-redirect.hubspot.com/cta/redirect/6205670/e3d60e2b-3acb-458…; target="_blank"><img alt="Register Now" class="hs-cta-img" id="hs-cta-img-e3d60e2b-3acb-4589-992d-0273ac7a3e78" src="https://no-cache.hubspot.com/cta/default/6205670/e3d60e2b-3acb-4589-992…; style="border-width:0px;" /></a></span><script charset="utf-8" src="https://js.hscta.net/cta/current.js"></script><script type="text/javascript"> hbspt.cta.load(6205670, 'e3d60e2b-3acb-4589-992d-0273ac7a3e78', {}); </script></span><!-- end HubSpot Call-to-Action Code --></p>

<p>&nbsp;</p>

<p>CE Credits available through Texas Real Estate Commission (TREC)<br />
Course Number: 39194<br />
1 hour CE Credit<br />
Instructor: Brendan Lewis</p>

Wed, 08/25/2021 - 23:41
On
Webinar: Use of 1031 Exchange for Estate Planning
08/19/20
What is estate planning and why does it matter? Who needs an estate plan? How does real estate come in ...
Authored by: Anonymous
Authored on: Wed, 08/19/2020 - 20:34
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0

<p>&nbsp;</p>

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<p>What is estate planning and why does it matter? Who needs an estate plan? How does real estate come in to play? Unlike retirement and bank accounts, real estate requires special planning considerations in order to accommodate the transition of your real estate assets in the event of your death.</p>

<p>In this webinar, join Martin Edwards, JD, CES®, Debra Faulkner, JD, LLM, and Brendan Lewis to learn:&nbsp;</p>

<ul>
<li>Options in titling assets (leading to titling assets in trusts)</li>
<li>Estate planning and 1031 exchanges</li>
<li>Conversion of personal residences and vacation homes into (and out of) exchanges—and why some of these assets are or should be in trusts for estate planning</li>
</ul>

<p>Date: Friday, August 28th, 2020</p>

<p>Time: 1:00-2:30 PM MDT<br />
Location: Online</p>
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Wed, 08/25/2021 - 23:40
On