Palm Beach Chapter: Lunch & Learn

Wednesday, May 08, 2024
Bank of America - 222 Lakeview Ave Ste 601, West Palm Beach, FL 33401-4025
11:30am - 1:00pm (opens at 11:20am) EST
1Credits
Technical Business

Registration is Open

Members
$15.00 Regular Price
Non-Members
$25.00 Regular Price
Course Type: Chapter Events
Course Code: 24/PB050824
Vendor: Florida Institute of CPAs (Chapter)
Field of Study: Taxes

Overview:

1031 Exchanges
Credit(s) and Type: 1 Technical Business
Speaker Name: Dave Bulger, VP Perch Wealth

 

Chapter Registration Contact
Name: Sharon Howard
Phone: (561) 686-1110

Meal Description

Lunch boxes from Panera Bread will be graciously provided by our sponsor, Bank of America.

 

Member Cost $15
Non Member Cost $25


Register Online
Click "Register Myself" button above

Register by Phone
Call Member Services at (800) 342-3197.

Register By Mail
Not paying online? Use our check remit form to pay for your event by check. This form contains our mailing address and payment instructions.

  • Mail your reservation payment to:
    Florida Institute of CPAs
    250 South Orange Avenue, Suite 300P
    Orlando FL  32801
    Please make checks payable to: Florida Institute of CPAs


  • Include with payment:
    Event Name:
    Name:
    Member Number:
    Firm:
    Meal Choice (if applicable):

 

Please note once you sign up for the event and provide an email address, you will receive via that same email address a scanned QR code to access the elevator at Bank of America the day of the event.

Additional details will be provided in your registration confirmation email.

Schedule:

Wednesday, May 8, 2024

1031 Exchanges

Time: Wednesday 12:00pm - 12:50pm

Presenters:

Presenters:

  • David Bulger

    o 1031 Exchange specialist with Perch Wealth. Twenty-four years of industry experience. Expertise in 1031/Like-Kind Exchanges and Delaware Statutory Trusts (DSTs), including prior experience representing industry leading sponsors Cantor Fitzgerald and NexPoint Securities. o Education:    Harvard University, BA    University of Pittsburgh, MBA  

    Read more about David Bulger here

Presenters:

David Bulger

o 1031 Exchange specialist with Perch Wealth. Twenty-four years of industry experience. Expertise in 1031/Like-Kind Exchanges and Delaware Statutory Trusts (DSTs), including prior experience representing industry leading sponsors Cantor Fitzgerald and NexPoint Securities. o Education:    Harvard University, BA    University of Pittsburgh, MBA  Read more about David Bulger here