Inland: The 1031 Leader

28 Jun

Inland: The 1031 Leader: 6/28 (Online)

Inland: The 1031 Leader: 6/28 (Online)

Monday, June 28, 2021 (10:00 AM to 11:00 AM)

Online

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Inland: The 1031 Leader*

This program will help members learn to further develop their commercial real estate business and help advise clients by utilizing a 1031 exchange with a Delaware Statutory Trust.  It will also be explained how to defer capital gains taxes, shed all property operations responsibility, and keep the economic tax benefits of an active investor while reducing liability by acting as passive investor.  

*This course has been approved by the Minnesota Commissioner of Commerce for 1 hour of Real Estate Continuing Education.

**Please note:   This class will be offered via the Zoom meeting platform, a live, virtual format.  Materials and class attendance requirements will be sent to you via email 48-hours prior to the class.   Video attendance is required.   If you register and are unable to attend, we would appreciate it if you would let us know 48 hours in advance of the class, this way we have an opportunity to allow another student to attend since class size is limited.


Please plan to be on time as the DOC requires you cannot miss any of the class or  NO CE can be given 

Online
Online
Attend this class on your computer.

Map & Directions

Dan Wagner

Daniel Wagner is senior vice president of government relations for The Inland Real Estate Group of Companies, Inc.  He has been a licensed real estate broker since 2004 and holds Series 7 and 63 security licenses.   
Wagner serves on numerous real estate industry, and governmental boards and committees.
As a member of the International Council of Shopping Centers, Wagner has been a significant advocate for the Marketplace Fairness Act which the Supreme Court ruled into law in 2018. Wagner is also a board member of the Institute for Portfolio Alternatives’- (IPA) and was selected in 2020 to serve on the Executive Committee.  In 2018 he received the IPA Outstanding Service Award for his role as Co-Chair of the Policy and Government Affairs Committee.  He was a part of the Real Estate Roundtable’s 1031 Like-Kind Exchange Coalition, whose ultimate outcome was the preservation of the 1031 Like-Kind Exchange in the 2018 Federal Tax Law. He is a board member for the Civic Federation of Chicago and is active in the United States Chamber of Commerce,  Illinois Manufacturers Association, and Illinois Retail Merchants Association.
Wagner obtained his bachelor’s and master’s degrees from Illinois State University. He is married and has four children, three of whom are triplets.  

Jeff Peterson
SING IT FROM THE MOUNTAIN TOPS! Unshakeable confidence, real sincerity and subject matter mastery that comes from decades of legitimate, practical experience of working in the trenches, pounding out complicated 1031 exchange deals and winning hearts and minds. Jeff Peterson is not just a 1031 attorney and adjunct tax professor… but a true resource for ALL THINGS 1031. A consummate professional, Jeff is sought after because he really helps people. He strives to inspire and positively influence clients, colleagues and other constituents to shape solutions and create Win/Win outcomes.  

Mike O'Toole
Mike has over 15 years of real estate and investment securities experience, 10 years of which as an executive with an investment real estate and Delaware Statutory Trust (DST) sponsor firm. Mike advises clients about tax efficient investment planning with a focus in real estate, 1031 exchanges and other financial planning and estate planning needs. He has a strong knowledge base and experience with the process of underwriting, acquiring, developing and syndicating commercial real estate offerings. Mike is a graduate of Montana State University in Bozeman, MT with a Bachelor of Science in Business Management and Entrepreneurship, with honors, and currently holds Series 7, 66 and 22 licenses. He is a licensed real estate broker and a Certified Commercial Investment Member (CCIM) with advanced course work in financial and market analysis and extensive experience in the commercial real estate industry. Mike is also a member of the Alternative Direct Investment Securities Association (ADISA), Institute of Portfolio Alternatives (IPA) and Realtor Land Institute (RLI). He frequently speaks or sits on panels for various groups and organizations throughout the country.  

Cancelation within 2 business days of the class will result in a $5 cancelation fee. "No shows" forfeit the registration fee.