# Event Details

- **Event Name**: Modern 1031 Exchange Strategies: DSTs and UpREIT for Today’s Clients
- **Event Start and End Date**: Wed, 16 Sep, 2026 at 12:00 pm – Wed, 16 Sep, 2026 at 01:30 pm (-07:00)
- **Event Description**: Unlock the complexities of IRC Section 1031 with this comprehensive CE credit course designed for tax professionals and financial advisorsAbout this EventThis course provides a deep dive into the critical aspects of 1031 exchanges, equipping attendees with the knowledge to guide clients effectively and navigate IRS regulations confidently. A special focus will be placed on Delaware Statutory Trusts (DSTs), a powerful tool for investors seeking diversification, passive income, and simplified estate planning as part of their 1031 exchange strategy.1 Hour of CE credit is available for CFP® and CPA® designationsKey Learning Objectives:Qualifying Properties: Identify what types of properties qualify for a 1031 exchange, including an in-depth look at how DSTs meet IRS requirements for replacement properties. Understand the IRS distinctions between property held for sale versus long-term investment.Tax Implications: Compute the capital gains tax implications of a property sale versus an exchange and learn how to determine reinvestment requirements.Rules and Timing: Master the specific rules and time limitations that govern 1031 exchanges, including how DSTs streamline the process for meeting strict deadlines.Control of Funds: Learn the role of a Qualified Intermediary and the requirements for maintaining control of funds during the exchange process.Recent Developments: Gain insights into recent IRS guidance, potential tax reform proposals that may impact 1031 exchanges, and national research studies on high net worth clients’ increasing demand for “alternative investment” strategiesDST-Specific Benefits: Explore the unique advantages of DSTs, including fractional ownership, access to institutional-quality properties, diversification, and how they can enhance estate planning strategies.By the end of the course, attendees will have the tools to effectively apply 1031 exchange strategies, utilize DSTs to address client goals, anticipate potential challenges, and position themselves as trusted advisors in the ever-evolving real estate investment landscape.
- **Event URL**: https://allevents.in/sacramento/modern-1031-exchange-strategies-dsts-and-upreit-for-todays-clients/100001992132734636
- **Event Categories**: workshops, meetups
- **Interested Audience**: 
  - total_interested_count: 0
- **Event Highlights**: 
  - door_time: 2026-09-16T18:30:00Z
  - Duration: 1 hour 30 minutes
  - Location: Camden Spit & Larder
  - Languages: English

## Ticket Details

- **Ticket Price Range**: min: 0, max: 0, currency: USD

## Event venue details

- **city**: Sacramento
- **state**: CA
- **country**: United States
- **location**: Camden Spit & Larder
- **lat**: 38.5787917
- **long**: -121.5002624
- **full address**: Camden Spit & Larder, 555 Capitol Mall, Sacramento, United States

## Event gallery

- **Alt text**: Modern 1031 Exchange Strategies: DSTs and UpREIT for Today’s Clients
  - **Image URL**: https://cdn-az.allevents.in/events4/banners/a04fafc4d76a64efc9795a05e34745717b4804f3a1b760710a49bf27e55a2db2-rimg-w1200-h600-dc74604a-gmir.jpg?v=1782633562

## FAQs

- **Q**: When and where is Modern 1031 Exchange Strategies: DSTs and UpREIT for Today s Clients being held?
  - **A:** Modern 1031 Exchange Strategies: DSTs and UpREIT for Today s Clients takes place on Wed, 16 Sep, 2026 at 12:00 pm to Wed, 16 Sep, 2026 at 01:30 pm at Camden Spit & Larder, 555 Capitol Mall, Sacramento, United States.
- **Q**: Who is organizing Modern 1031 Exchange Strategies: DSTs and UpREIT for Today s Clients?
  - **A:** Modern 1031 Exchange Strategies: DSTs and UpREIT for Today s Clients is organized by Legacy Investments & Real Estate.
- **Q**: Who is this event for? Is it right for me?
  - **A:** Modern 1031 Exchange Strategies: DSTs and UpREIT for Today s Clients is ideal for professionals, entrepreneurs, startup founders, and networking enthusiasts eager to grow their connections. Whether you're a first-time attendee or a longtime enthusiast in Sacramento, this event is thoughtfully curated to deliver a standout experience worth every moment. If Modern 1031 Exchange Strategies: DSTs and UpREIT for Today s Clients sounds like your kind of event, don't wait - spots fill up fast.

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