Join Jamie Furlong, Managing Partner of Legacy Investments & Real Estate, as she dives deep into advanced strategies for managing your clients’ highly appreciated real estate in this virtual CPE course hosted by The California Society of Tax Consultants.

This course covers 1031 Exchanges, Opportunity Zones, and Delaware Statutory Trusts (DSTs), focusing on optimizing capital gains deferral and tax liability management. Gain technical insights and practical applications tailored for tax professionals.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law):

IRS: 18QC1-T-02021-24-O
CTEC: 1000-CE-5476

Availability:

This course is being offered within San Diego and East County San Diego Chapters’ Virtual Meeting, but is available for anyone to register for.

Click the button below to learn more and register for this event.