1031 EXCHANGE WEBINAR – WEDNESDAY – APRIL 29, 2020 – 11:15 AM TO 12:15 PM
Florida Realtor Commercial members are invited to join DANIEL WAGNER and GRANT CONNESS, as they discuss the topic of “BECOMING A 1031 EXCHANGE EXPERT TO GROW YOUR BUSINESS”. The program is being presented on WEDNESDAY, APRIL 29, 2020 from 11:15 am to 12:15pm.
During this one-hour session, Dan Wagner and Grant Conness will help your commercial members learn about the use of a 1031 Exchange through a Delaware Statutory Trust (DST) with a potential of receiving a commission.
Using Inland Private Capital Corporations (IPC) DST’s, can help provide clients with an effective tax-deferral strategy by exchanging real property for like-kind real estate. Clients in turn can use all proceeds from the property sale for the purchase of replacement property. Additional benefits of DST’s include: no management responsibilities, access to institutional-quality properties, lower personal liability and help with estate planning.
This program will help commercial members learn to further develop their commercial real estate business and help advise clients by utilizing a 1031 exchange with a Delaware Statutory Trust. Dan and Grant will help explain how to defer capital gains taxes, shed all property operations responsibility, and keep the economic tax benefits of an active investor while reducing liability by acting as passive investor.
Should your commercial members be interested in more information on IPC’s 1031 Exchange Programs prior to the program, they can click on the links below:
Leader in Private Placements brochure – http://go.inland-investments.com/IPCC-Corporate-Overview
Utilizing DSTs in a 1031 Exchange brochure - http://go.inland-investments.com/IPCC-DSTS-1031-Exchange-Brochure
Please email our Education Director if you would like to sign up:
Kathy.Pollard@space321.com
PRESENTER BIOS
DANIEL WAGNER/SENIOR VP GOVERNMENT RELATIONS
INLAND REAL ESTATE GROUP OF COMPANIES, INC.
Daniel Wagner is senior vice president of government relations for The Inland Real Estate Group of Companies, Inc. He has been a licensed real estate broker since 2004 and holds Series 7 and 63 security licenses.
As a member of the International Council of Shopping Centers, Wagner has been a significant advocate for the Marketplace Fairness Act which the Supreme Court ruled into law in 2018. Wagner is also a board member of the Institute for Portfolio Alternatives’- (IPA) and was selected in 2020 to serve on the Executive Committee. In 2018 he received the IPA Outstanding Service Award for his role as Co-Chair of the Policy and Government Affairs Committee. He was a part of the Real Estate Roundtable’s 1031 Like-Kind Exchange Coalition, whose ultimate outcome was the preservation of the 1031 Like-Kind Exchange in the 2018 Federal Tax Law.
Wagner obtained his bachelor’s and master’s degrees from Illinois State University. He is married and has four children, three of whom are triplets.
- GRANT CONNESS
CO-FOUNDER GLOBAL WEALTH MANAGEMENT
Grant Conness is focused on helping clients achieve their ideal retirement by providing them with both innovative and traditional retirement planning and investment management solutions. Grant has nearly two decades of experience with assisting clients of highly appreciated assets such as real estate and businesses interest to mitigate taxes via disposition strategies which include 1031 Exchanges and Deferred Sales Trusts.
Grant is the Co-Founder and Managing Director of Global Wealth Management, an SEC Registered Investment Advisor. He is the co-host of the “The Global Wealth Show” airing on NBC, CBS, ABC and FOX. Grant is a regular Kiplinger contributor. He has been quoted in major publications such as the Wall Street Journal.
Grant currently resides in Fort Lauderdale with his wife, Jessica, and their four children. He is a passionate sports fan and enjoys boating, surfing, paddle-boarding, coaching his children’s sports teams, and spending quality time with his family. He is passionate about serving the community where he was raised via Global Wealth with Purpose where he gives back to many worthy charities and foundations throughout South Florida.