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Innovative Strategies for Tax-Advantaged Investing Webinar

Virtual | Zoom Start: 24th Aug 2022 End: 24th Aug 2022
A JTC webinar
Wednesday, August 24th, 2022 at 2:00 PM – 3:00 PM EDT

Join us for a free webinar to learn how industry leaders are approaching 1031 Exchanges, Opportunity Zones, and other tax incentives in 2022.

Investors have long used 1031 like-kind exchanges to defer capital gains taxes as part of smart investing and retirement strategies, but over the past two years, a lot has changed. The COVID-19 pandemic, the Great Resignation, fluctuations in home prices, and an inflation crisis have all affected the real estate market.. How can investors know what the right move is for them in the face of so much change?

To better understand where the program stands now, JTC hosted a free webinar, “Innovative Strategies for Tax-Advantaged Investing.” The event featured a panel of industry experts discussing how investment strategies are evolving, the future of 1031, and how other programs like Opportunity Zones can help you defer capital gains and build wealth. They also answered questions from attendees that asked about specific situations.

Discussion topics include:

  • How recent events have affected the 1031 market
  • Alternatives to traditional like-kind exchanges including Delaware Statutory Trusts and Triple-Net leases
  • How proposed changes to tax law will affect investors’ ability to take advantage of 1031, the likelihood these changes will take effect, and how to prepare
  • Other methods of deferring capital gains taxes like Qualified Opportunity Zones and how they can be employed in tandem with 1031

Learn about the current state of 1031 from industry experts. Fill out the form to the right and watch the webinar replay today!

Fortitude offers securities through Concorde Investment Services, LLC, member FINRA/SIPC. Fortitude Investment Group is independent of CIS, all of whom are independent of JTC Americas & The NCREA. This is for informational purposes only, does not constitute individual investment advice, and should not be relied upon as tax or legal advice. Please consult the appropriate professional regarding your individual circumstance.

Potential cash flows/returns/appreciation are not guaranteed and could be lower than anticipated.

The rules and regulations of the QOZ Program are complex, and compliance with the QOZ Program comes with significant challenges such as appreciation unpredictability, certain neighborhoods may be less accommodating to development, illiquidity for up to ten or more years, availability and cost of construction and development financing uncertainty, development and redevelopment real estate risks, as well as a number of Jobs Act interpretation uncertainty which may impact future risks, if any.

Our Speakers:

view profile
Justin Amos
National Sales Manager and Account Executive San Jose
Tommy Thompson
Southeast Vice President Fortitude Investment Group, LLC
Michael Simpson
Founder & Senior Instructor The NCREA

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