CE Credit Webinar: Opportunity Zones vs. 1031 Exchanges & DSTs

On June 30th, AltsDb co-founders Jimmy Atkinson and Andy Hagans hosted a live one-hour webinar for financial advisors, comparing Opportunity Zones, 1031 exchanges, and Delaware statutory trusts.

Note: This webinar has been accepted by the CFP Board for 1 hour of CE credit.

Presenters

  • Jimmy Atkinson, AltsDb
  • Andy Hagans, AltsDb

Topics Covered

  • What is an OZ Fund?
  • What is a 1031 Exchange?
  • What is a DST?
  • Traditional 1031 Exchange vs. DST Investment.
  • Opportunity Zones vs. 1031/DST.
  • Key considerations when a client has a capital gain.

Download

Click here to download the deck for this webinar.

Quiz For CFP CE Credit

Click here to take the quiz after viewing the webinar.

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Andy Hagans
Andy Hagans

Andy Hagans is co-founder and CEO at AltsDb, and host of The Alternative Investment Podcast. He resides in Michigan.