• Presenter: Matt Branstetter, DTM

• Topic: Deferring Capital Gains Taxes When Selling Real Estate

• Program Description: Steps to defer capital gains on commercial real estate

• Format: Online Live Group

• CPE Credit: 1 hour

• Field of Study: Taxes - Technical

• Program Knowledge Level: Moderate

• Prerequisites: None

• Learning Objectives:

  • Steps involved in a 1031 exchange
    
  • Ways a seller can retire or leave the daily management of their commercial property
  • How DST can be used to relieve a person who involuntarily lost property to imminent domain or natural disaster
  • Qualified Opportunity Zones

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  Speaker Bio: Matt Branstetter started in the Investment Advisory business in July 1991. He became an independent registered representative in January 1992. In 2000, he opened his own independent firm, Bravest Wealth Management, in Noble, Oklahoma. On November 15, 2010, he joined Concorde Investment Services, LLC located in Livonia, Michigan. 

  Matt has a Bachelor of Business Administration, a Bachelor of Arts in Political Science and a Minor in Congressional Studies. All three were awarded from the University of Oklahoma. In September 2008, he earned the designation of DTM* (Distinguished Toastmaster), the highest designation awarded by Toastmasters International. 

• Refund Policy: Full refund by original method of payment if cancellation received by 4pm on the Monday preceding the event.

CPE Credits are based on a 50-minute hour. State boards of accounting have final authority on the acceptance of individual courses for CPE credit. Attendee accepts responsibility to determine if course meets acceptable guidelines set forth by their reporting authority. Complaints regarding any CPE presentation should be directed to [email protected].