CPAacademy.org | NAVIGATING THE §1031 EXCHANGE PROCESS WITH DELAWARE

Lloyd Doletski (Self Employed)

"The speaker spoke in a fluent manner. The information was presented at a reasonable pace. I had no questions on the information presented. The displays were easy to read, very informative and answered any questions, which came to mind . The speaker was skilled in utilizing the displays in presenting the information of the webinar."

Bobbie Hill (Bobbie Hill)

"I loved this webinar. I had a client ask a question about selling residence and getting 1031 treatment which a could not answer so signed up for course. Now I know he can't use this, but I found the subject fascinating. Thanks."

Phillip Harrison (Strategic Asset Solutions, LLC)

"I know verly little about Delaware Statuatory Trusts. The webinar effectively provided a great introductory course on the topic. Now I'm looking forward to the advanced cource on Sec.1031 entities, including DST's."

Stanley Mohr (Mohr Accounting Inc.)

"Very interesting for clients in the future who might be considering selling real estate and an option to defer the tax. I always have clients how can they not pay tax when they sell a property."

Joseph Ciminera Jr (Ciminera Advisors LLC)

"My introduction to DST proved to be insightful, new client presented having invested in one requesting guidance - first, I needed guiding. Provoked continuing ed - always a good thing."

Rick Stuart (Century 21 Sweyer & Associates)

"The webinar offered great information with a very knowledgeable speaker offering alternative approach to a 1031 exchange. Information that will help you steer your clients to options"

Wan-Li Wu (WLW Tax Service)

"With many examples, it does help a lot to understanding the fundamental tax-free 1031 like kind exchange easily. Also, it’s new for me knowing about DST. Great presentation!"

Laura Otto (GPL Tax & Accounting)

"As it pertains to DST, this touches on the areas that can confuse many. Therefore, I recommend this course to help all who deal with 1031 exchanges become more proficient."

Dennis Presson Jr. (Stifel)

"Boop boop dit-tem dat-tem what-tem Chu! Boop boop dit-tem dat-tem what-tem Chu! Boop boop dit-tem dat-tem what-tem Chu! And they swam and they swam right out to the sea"

Faith Rendell (Faith Rendell)

"Appreciated the clear explanations and presentation. Recommend this course for anyone contemplating doing a 1031 exchange or completing taxes for anyone who has."

Michael Grossa (Michael Grossa Inc)

"i had plenty of experience with 1031s, but had no knowledge of DST's. The speaker did a great job explaining this aspect, as well as the entire 1031 process."

jennie wong (jennie wong)

"I'm a novice of 1031, I learned something today. I need to take your class one more time someday in the future. Let me study the powerpoint tonight."

DAVID SHORT (SHORT AND COMPANY)

"We completed a 1031 exchange recently utilizing a DST and done extensive research on the subject. This webinar reinforced the process for us"

Wanda Green (Wanda E Green - Tax & Notary Service)

"Great introduction for someone who doesn't know anything about the 1031 Exchange or who have never heard of the Delaware Statutory Trust"

Geoffrey Huseas (Kohler & Eyre CPAs)

"I really enjoy the content and professional presentation of these CPA Academy webinars. Thank you very much for continuing my education."

HILLARD GOLDSMITH III (JP GOLDSMITH FINANCIAL SERVICES INC)

"Maryjo was awesome! I look forward to being able to speak with her in future regarding myself and my clients!"

Margaret Duganski (Margaret Duganski)

"I really enjoyed this information and learned valuable knowledge that I did not anticipate. Thank you."

William Tamayo (William Tamayo)

"Geoffrey did an excellent job in presenting the class. I learned more than I anticipated."

Julia Erickson (Sweet Refund Financial Srvs)

"Yes, I enjoyed the webinar very much, I know I will use this information in the future."

Vijayalakshmi Iyer (Self)

"Ms. Wenmouth was very articulate snd explained a difficult issue with great clarity."

Jamesina McLeod (Jami McLeod, CPA)

"Great content that was easy to follow for someone learning about this subject."

Vera Katz (KATZ CPA & ASSO)

"Instructor is well experience and knowledgeable in what he has presented."

john camm (John F. Camm, CPA)

"Excellent presentation on a topic I knew very little. Great presenter."

Rich Rajkumar (Metro Philly Management)

"Presenter had great knowledge and was a good informative instructor!"

lisa herkelmann (HR Block)

"Fantastic presentation! Thanks for teaching such a complex topic."

Desiree Rodriguez (Desiree Rodriguez CPA)

"Presenter was knowledgeable, and course was very informative."

Alfred Page (IRS)

"Excellent presentation by professional presenters"

Anil Sharma (Individual)

"Thank you very much, I enjoyed the webinar."

Lavonne Hing (Lavonne D. Hing, CPA)

"Very informative and concisely delivered."

Gloria Valenzuela Calderon Alvarado (H&R Block)

"I learned some things i had no knowledge"

Elena Eremeeva (CSUN)

"I enjoyed the webinar. Thank you so much"

Michael Glass (Michael Glass, CPA)

"Mary Jo did an outstanding presentation."

James Vaughn (Get a Tax Plan LLC)

"Great presentation, and very good info."

Linh T Childers (Linh T Childers)

"Thank Geoffrey. I enjoyed the course."

Linlin Zhang (Lynra Synergy LLC)

"Great session! Highly recommend."

GENEIVE PANTON (CBA TAX PREPARATION SERVICE)

"Very good. Learned a lot. Thanks"

David Smith (David R Smith, CPA)

"Excellent course. Great ideas."

Louis Lanzillotti (LANZILLOTTIACCOUNTING)

"Very informative presentation"

Patsy Holmes (HR Block)

"Course was very informative."

John Michos (Sports Endeavors Inc)

"She answered my questions!!!"

John Wright (Wright and Associates CPAs)

"I learned a lot about DST."

john leone (retired)

"Very interesting Great job"

Frances Herrera-Cervantes (A & B Tax Service)

"Yes I enjoyed the webinar"

Mercedes Roman (Koffler, Adorno & Associates)

"it was very informative."

Cledas Steager (CR Steager, CPA)

"Very good information!"

Christopher Carroll (General Electric)

"THANKS FOR SPONSORING"

Bridget, OH

"This was a very informative webinar. The level of knowledge was advanced beyond my own, and covered MANY things about Sec 1031 exchanges that I did not know. This is no fault of the presenter, as I chose this course on purpose. This exposure to concepts I don't know details of lets me learn major pieces of the big picture. Awesome, thank you!"

Sandra, IN

"This was by far the best webinar I have seen in a long time. Most webinars drag on. I hang in for the CPE. This was interesting and engaging. I can't believe the 75 minutes went fast. Please get more real estate related webinars."

Lynn, NY

"This course was very informative; it included lots of material that can be applied to help grow our business and client base.I would definitely recommend this course to other CPAs, Tax Practitioners and Attorneys."

Robert, CA

"This was a great webinar. I have participated in a number of 1031 transactions as the tax preparer but I learned a lot of new things and the other parts were a great review. I highly recommend this webinar."

Marc, MD

"Great presentation! Excellent time management, and excellent information! Highly recommend this to anyone interested in the 1031 Exchange Process, the rules, regulations and procedures"

Emily, KS

"This 1031 exchange course was well put together and full of information that I can actually use, where as the prior course I took was so basic that it wasn't very helpful. GREAT JOB!!"

Patricia, SC

"Very informative! I would have never considered recommending a DST as a tool in a 1031 exchange, but think it is well worth considering as an investment option."

Alan, CA

"I appreciated the review of 1031 exchanges as well as the introduction of the Delaware Trust vehicle and advice on when it could be most useful!"

Julie, LA

"The speaker was very knowledgeable and I have been doing 1031 exchanges for years and he gave such a wonderful explanation of many areas!"

James, GA

"This presentation included information personal to the presenter and information was related to subject matter effectively."

Constantine, NJ

"Jeff was very informative and up to date on changes, as well as presented the material in an interesting fashion"

Nancy Fellin, PA

"Geoffrey provided very valuable info related to Sec 1031 exchanges. Webinar was informative and interesting."

Patricia, NJ

"The webinar on a whole was very good and I learned useful information that I may be able to use for a client."

Keanu, TX

"Excellent information. I have the knowledge needed to determine if I want my firm to pursue these exchanges."

kee, CA

"The presentation was well organized and clearly presented at each point. I learned a lots from the webinar."

Monique Nicole, NY

"Fantastic webinar! Presenter provided valuable information in an informative way. Thank you for sharing."

Angela, CA

"Speaker's presentation skill is excellent. Material is well prepared, easy to follow and informative."

Chris, PA

"Very well done. Pace was very good with good interaction and the speaker was very knowledgeable."

Lee, GA

"Very informative. Good information to know, DST might be a great product for estate planning."

Norman, PA

"I enjoyed the webinar. Luckily for me, it was a refresher, otherwise I would've been lost."

Anuradha, WA

"Very knowledgeable & informative session. Would love to attend more detailed presentation."

Pat G, NY

"It is a great opportunity to learn and earn CPE credit for free. It is much appreciated."

John, MD

"I definitely learned new things. I was familiar with 1031 exchanges, but not the DST's"

Bonnie, NY

"presenter had terrific knowledge of subject and a wonderful calm, confident voice."

Stephen, CA

"Thank you for updating me on 1031's and DST's. This is most useful information."

Carol, MT

"The instructor presented a complicated subject in an easy to understand manner."

Virginia, MI

"Explained a difficult subject well, especially with all the examples provided."

Carey, GA

"This was an area was not familiar with so it increased my general knowledge."

Tumeka, GA

"The presenter was very informative. I enjoyed the session and learned a lot."

Susan, AZ

"Presenter was very interesting and knowledgeable I enjoyed it immensely"

John, FL

"Excellent alternative Investment to consider for clients with property."

GENE, MI

"ALWAYS END WITH AN INCREASE AWARENESS OF THE SUBJECTS I PARTICIPATE IN"

Rose Ann, OH

"Great Graphics, made understanding so easy. Thanks wonderful webinar."

Mai, CA

"GREAT presentation! THANK YOU very much for sharing your wiesom!"

Teresa, KY

"A lot of information contained and very well organized. Enjoyed."

Duane, WA

"Super good presentation. The presenter was very knowledgeable"

Betty, KY

"Very interesting material. Presented in an informative way."

susan, NY

"Excellent presentation and materials reviewing 1031 process."

Irina, NY

"Thank you for such a great explanation of difficult subject"

Margaret Botbyl, NJ

"1031 exchange always a hot topic, thanks for the breakdown!"

Kailas, PA

"Great Information on 1031 Marry joe was Great Presenter"

Fausta, FL

"FANTASTIC PRESENTATION! VALUABLE INFORMATION. THANK YOU!"

Charles, AZ

"Very knowledgeable webinar presenter. Highly recommend."

Kathryn, OH

"Very well done presentation--informative & interesting!"

Everett, NV

"Best and easiest to understand 1031 class I've ever had"

Deborah, NM

"Good speaker easy to follow, like his use of examples."

Samuel, MO

"Excellent information. It will be used in the future."

Gerald, FL

"Very Informative. Glad I signed up for this Course."

George, NM

"Nicely done. Good window to the future of Exchanges."

Winefreda, AZ

"You're doing us great help. Thank you CPA Academy!"

Helen, FL

"Instructor was very informative and knowledgeable."

Nancy, NC

"More theory than I expected. And I appreciate it!"

Donna, VA

"Valuable overview of Delaware Statutory Trusts."

William, TX

"This was a great course and very informative."

Jacob, PA

"Great course, and really knowledgeable staff"

David, TX

"Excellent Seminar-very knowledgeable speaker"

MARIA, NY

"excellent presentation, no need to improve."

Karen, NJ

"Excellent presentation on a complex topic."

David, CA

"Excellent Presentation. Very Informative."

Hea, NJ

"Easy to understand the presentation slides"

RAFAEL, NY

"I recommend this to all tax professionals"

Charles, CA

"good seminar, watched on my lunch hour"

Stephen, CA

"Instructor very good and knowledgeable"

Robert, ID

"TOP NOTCH IRC 1031 EXCHANGE PRESENTER"

Karol, FL

"Very helpful information. Thank you!"

ROBERT, AZ

"GREAT PRESENTER! VERY KNOWLEDGEABLE!"

Yong Sam, CA

"Thanks for the informative webinar!!"

Ricky, AR

"Good course and excellent presenter."

Suting, CA

"Thanks for the informative webinar!"

Brian, TX

"Many important aspects high-lighted"

Guy, TN

"Great overview of the 1031 Exchange"

Ramanik P., MN

"GOOD WEBINAR. VERY WELL EXPLAINED."

anna, NY

"will share with others in my firm"

Sandy, FL

"Very knowledgeable!! Thank you!."

Chuk, CA

"Good presentation and thank you."

juan, SC

"Thanks a lot for the information"

Irene, CA

"Lots of new knowledge for me:)"

Mark, KY

"Great Course Very Interesting"

Kerry, IN

"very informative presentation"

Tanya, TX

"good and useful presentation"

basil, FL

"Very Good and useful course"

Mary, AL

"Clear and concise speaker."

Betty L, FL

"Held attention throughout."

Rona, TX

"Good webinar and speaker."

Catherine, OH

"Very well spoken speaker."

MARIA-TERESA, CA

"It was short and sweet!"

john, NJ

"excellent and relevant"

Evangeline, NC

"Speaker was excellent!"

Paul, GA

"90 minutes well spent."

Angela, AL

"Excellent, thank you!"

Monique Nicole Desir, EA (M N Tax Resolution Svcs)

"I did enjoy the webinar! Appropriate content... I learned something new that will help me assist future clients. Thank you to the instructor for sharing his knowledge and time…."

Shurong Li (NM Tax & Rev)

"CPA academy provides very good webinar for the people who want CPE."

James, DE

"CPAacademy.org offers insightful webinars on a wide variety of topics that have immediate and practical application."

Joseph, CA

"this webinar helped to reenforce the lessons that I had received from past training sessions"

Daniel M, SC

"I enjoyed the presentation; especially, the analogies given to clarify specific principles."

Milton, VA

"informative - i would suggest a more lengthy presentation - more time for questions"

ROBERT, VA

"Very informational and much less emphasis on buying a product."

Xaynzer, IL

"Yes enjoying but still not understood all the way through"

Jesse, NV

"Courses was very interesting. Instructors were awesome."

David, SC

"Excellent presentation; very informative and helpful."

EMMETT, AL

"I enjoyed this 1031 class it was better than most."

ngoc, NV

"a very good refreshing seminar; recommended"

Arnold, NY

"this is an easy way to stay current"

darryl, CO

"Good presentation, very thorough."

GEORGE, NY

"I AM NEW GOT ALL FUNDAMENTALS"

CARLOS, CA

"Very usable and instructive"

Michael, SC

"Good webinar great topic"

NAVIGATING THE §1031 EXCHANGE PROCESS WITH DELAWARE STATUTORY TRUSTS

Geoffrey Flahardy

Larry Baron

About Our Presenter