Opportunity Zones, Delaware Statutory Trusts, and Other Alternatives to 1031 Exchanges Under the TCJA
(TAX CPE) (CFP TP-F50)
Mark E. Wilensky, Partner, Meltzer, Lippe, Goldstein & Breitstone, LLP;
*Fortitude Investment Group - Roy V. Pfleger, Chief Operating Officer & Financial Consultant & Daniel P. Raupp, Co-Founder & Managing Partner
A discussion on the intricacies of the DST (Delaware Statutory Trust) & QOF (Qualified Opportunity Funds) and how these programs should be considered as a potential solution for those considering a 1031 exchange or anticipating a transaction that results in a significant capital gain.
*Fortitude Investment Group, LLC (FIG) offers securities through Concorde Investment Services, LLC (CIS), member FINRA/SIPC; advisory services offered through Concorde Asset Management, LLC (CAM), an SEC registered investment adviser; and insurance products offered through Concorde Insurance Agency, Inc. (CIA). FIG is independent of CIS, CAM and CIA, all of whom are unaffiliated with aforementioned companies. This is for informational purposes only and not an offer to buy or sell any investments.