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Opportunity Zones versus 1031 Exchanges: A Side-by-Side Comparison - 2021

Member price:

$59.00

Your price:

$ 99.00

6/24/2021

 11 am PT / 12 pm MT / 1 pm CT / 2 pm ET
*approximate length: 45 minutes to 1 hour

 Presenter: Scott Saunders

Are you wondering what the similarities and differences are between Opportunity Zones (OZ) and 1031 Exchanges? Join Scott Saunders as he provides a general overview of Opportunity Zone (OZ) investments including preferential tax treatment on deferred gains, as well as tax treatment of new gains in OZ investments. He will also explore three strategies combining Section 1031 exchanges with OZ investments that work along with two approaches that do not work. Finally, the webinar will cover a detailed side by side comparison of various investment criteria and will note whether the Opportunity Zone investment or 1031 exchanges is the preferred strategy for these different criteria, as well as which strategy works best in different situations.

Learning Objectives:

  • Understand the intent, scope and purpose of the new Opportunity Zone investment rules
  • Develop an understanding of the time deadlines and tax deferral available in Opportunity Zone investments
  • Compare Opportunity Zone investments to 1031 tax deferred exchanges and learn which strategy is preferred for various objectives
  • Overview of recent tax proposals that could affect capital gains, 1031 exchanges and other investments

Scott Saunders Scott R. Saunders is Senior Vice President with Asset Preservation, Inc. (API), a subsidiary of Stewart Information Services Corporation (NYSE: STC). Scott has an extensive background in IRC §1031 tax deferred exchanges, having been involved in structuring thousands and thousands of §1031 exchanges during his thirty-two years in the exchange industry. He holds a Business Economics degree from the University of California at Santa Barbara. Asset Preservation is a leading national IRC §1031 qualified intermediary (QI) and has successfully completed over 180,000 §1031 exchanges throughout the nation.

In addition to being an accredited speaker in numerous states, Mr. Saunders was a contributing author to the book Real Estate Exchanges: Using the Tax Deferred Exchange in Real Estate Investment Management and has been featured in The Wall Street Journal, CNBC, Forbes Real Estate Investor and U.S. News and World Report. He has written over 200 articles on various aspects of §1031 exchanges, capital gain taxation and investment real estate. His articles have been featured in many investment publications such as the New York Real Estate Journal, Mid Atlantic Real Estate Journal, Inman News, REBusiness Online, Heartland Real Estate Business, Western Real Estate Business, REALTORS® Land Institute Terra Firma, ALTA’s Title News, HousingWire and many other real estate and other financial publications. Mr. Saunders also is a Board Member and President-Elect of the Federation of Exchange Accommodators (www.1031.org), the national IRC §1031 exchange industry trade association.

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