This course is designed for accountants, CPAs, and tax advisors who want to dive deep into 1031 exchanges. This course will demonstrate the nuances of a 1031 exchange and how savvy real estate investors are leveraging IRC Section 1031 to defer taxes, build wealth, and make informed real estate decisions.
After some foundation-building on this subject, our presenter will showcase a cutting-edge 1031 AI tool that can answer complex 1031 questions in seconds.
This course will include an interactive Q&A to answer 1031 questions in real-time via the presenter's AI platform and will include details on where to access this AI along with sharing other best-in-class 1031 resources.
Learning Objectives:
1031 Specialists
[email protected]
(631) 438-1031
Jeff was raised in Newport Beach, California and attended the University of Southern California. After graduation, Jeff worked for Ernst & Young as a CPA before turning his career toward finance and attaining his CFA designation. Jeff then worked as a consultant to small and middle market private equity firms specializing in real estate and services based businesses.
In 2006, Jeff joined Rimrock Capital Management, a California-based absolute return hedge fund with $4 billion dollars under management. He led the less liquid and alternative capital strategies at Rimrock during his 15 years as a portfolio manager.
In 2023, Jeff co-founded 1031 Specialists with the goal of creating a QI platform that is tech-forward, achieves wide-scale recognition, and is envied for its exceptional client service.