Tax Strategies – Delaware Statutory Trusts, Opportunity Zones & Bonus Depreciation

This program explores a range of strategies designed to mitigate the tax consequences commonly faced by real estate investor clients. The program will include a brief refresher on IRC Section 1031, with a particular emphasis on Delaware Statutory Trusts and their practical utility. The discussion will also examine Opportunity Zones and bonus depreciation, focusing on how these tools may be used to reduce or defer tax liability when a 1031 exchange fails or cannot be completed.

Speakers will provide an update on legislation enacted under the OBBBA and analyze the key distinctions between Opportunity Zones 1.0 and 2.0. By the conclusion of the session, participants will be equipped to guide clients through multiple tax-mitigation strategies.

Speakers:

Ryan Vassar, Esq.

Investment Property Exchange Services, Inc. (IPX1031)

Armonk, NY 

Todd S. Whiton

Peak Brokerage Services, LLC

Jupiter, FL

This program is sponsored by the Real Property Law Section