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Updates on 1031 Exchanges and Opportunity Zones: A QI and Financial Advisor's Perspective

Learn about 1031 Exchanges, Opportunity Zones, Qualified Opportunity Zone Funds and Delaware Statutory Trusts from financial advisor Kent Fitzpatrick of Asset Strategy Advisors and Qualified Intermediary Bill Lopriore of First American Exchange Company LLC.. 

 

 

Click here to download the slide deck used during the presentation. 

 

Resource from Webinar: Text 1031vsOZ to 44222 to receive a detailed comparison chart between 1031 Exchanges and Opportunity Zones.

 

Meet Kent and Bill

 

Kent A. Fitzpatrick, AIFA®, GFS®, CBFA is an Accredited Investment Fiduciary Analyst™ from the Center for Fiduciary Studies, a Global Financial Steward and a Certified Behavioral Finance Analyst. He serves as Managing Director at Asset Strategy Advisors and President of Asset Strategy Financial Group. In addition to his financial expertise, Kent also has a strong background in real estate. A licensed agent of 30 years, he specializes in 1031 Exchanges, Delaware Statutory Trusts (DSTs) as well as Qualified Opportunity Funds and is experienced in educational forums on these topics. With over 25 years of experience in financial planning, estate planning and investment advice, his focus at Asset Strategy Advisors includes providing comprehensive, customized investment advisory services, as well as counseling clients on asset allocation and investment strategies. Kent is a graduate of St. Anselm College with a BA in Economics.

 

Bill is an attorney with over thirty seven years of experience in real estate and banking, and most recently, more than 18 years working exclusively in 1031 exchanges, including as an Assistant General Counsel for the intermediary of a major financial institution. Bill is known nationally for his extensive knowledge and experience facilitating complex section 1031 like-kind exchange transactions and has presented seminars nationally and regionally.