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CPA - medium firm
CPA - large firm
Enrolled Agent
Real Estate Professional
Clients who receive proceeds from property or business sales will rely on the expertise of their tax professionals to compare and apply different tax-advantaged solutions. In this webinar, attendees will learn how to analyze and differentiate three potential strategies to help protect client's wealth and simplify their lives in property and business transactions. Join us for an insightful presentation to assess 1031 exchanges, 721 UPREITs, and Qualified Opportunity Zone (QOZ) Funds.
Learning Objectives:
- Identify strategic growth opportunities for your firm
- Evaluate how to utilize the advanced real-estate planning techniques of 1031 exchanges, 721 UPREITs, and Opportunity Zone Funds to provide maximum benefits to clients
Michael O'Shea CFA
Origin Investments
Vice President of Origin Exchange
[email protected]
(630) 470-8242
Michael leads Origin Exchange, the 1031 Exchange Platform for Origin Investments. Since entering the alternative investment industry in 2007, Michael has served in various capacities with real estate sponsors and has assisted in the syndication of more than $10 billion of commercial real estate, including over $500 million of 1031 tax-deferred exchanges.
Michael earned an MBA with a dual concentration in Finance and Real Estate Investment from DePaul University and received his bachelor's degree from Purdue University. Michael is also a CFA® charterholder.
- To receive CPE credit, you must register for the webinar before it starts.
- CPE is available to all eligible participants within 24 hours of each webinar.
- To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
NASBA Approved
CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
EA Approved
CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.
CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222
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