Southern California Meeting
1031 exchanges provide a unique opportunity for financial advisors to demonstrate tax acuity to clients and positively impact total, after tax returns. As a result, growing investor and financial advisor demand for 1031 exchange solutions has resulted in the expansion of product sponsors. This meeting will focus on how the market is responding, best practices for due diligence and future opportunities. IPA Chapters is a national initiative designed to deliver timely education and networking opportunities exclusively to the Portfolio Diversifying Investments (PDI) industry.
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Guest Speakers:
Rahul Sehgal, Chief Investment Officer, Inland Private Capital
Warren Thomas, CPA, Managing Member, ExchangeRight Darren Whissen, Founder and President, Aliso Advisors
Moderator:
Ken Montgomery, Director of Education, IPA
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Hourly Schedule
Day 1
- 4:00 - 4:30
- Meet and Greet
- 4:30 - 5:20
- Topic: Leveraging 1031 Exchanges to Enhance Tax Advantaged Returns
- 5:20 - 6:00
- Networking Reception