1031 Exchange Seminar
See all of our 1031 exchange seminar programs.
Basic to Intermediate Level 1031 Exchange Class
This is a basic to intermediate level workshop on forward, reverse and improvement (build-to-suit or construction) tax-deferred, like-kind exchange transactions pursuant to Section 1031 of the Internal Revenue Code and Section 1.1031 of the Treasury Regulations.
Course Content
The class will start with an introduction to various tax-deferral and tax-exclusion strategies, including combining Section 1031 with Section 121. The majority of the course will focus on the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a tax-deferred, like-kind exchange transaction. The seminar will finish with an explanation of tenant-in-common property interests (TIC or CORE Interests) used as like-kind replacement property solutions pursuant to Revenue Procedure 2002-22.
There will be plenty of time for questions and answers with our 1031 exchange experts.
Who Should Attend?
Anyone interested in gaining a more in depth understanding of the mechanical processes and requirements of completing successful 1031 exchange transactions, including investors/taxpayers, accountants, attorneys, corporate officers, and real estate agents and brokers (Realtors©).
Continuing Education Credit
- Two hours of DRE credit is available for licensed California real estate agents/brokers
- Two hours of CE credit will be provided to California Certified Public Accountants (CPAs)
- Two hours of CE credit will be provided to Certified Financial Planners (CFPs)
Brown Bag Lunch/Dinner Series
Bring a brown bag lunch or dinner so we can roll up our sleeves and learn a lot about tax-deferred like-kind exchanges! The conference room setting and presentation styles are comfortable and relaxed.
Speakers
Vice President and Regional Manager
Exeter 1031 Exchange Services, LLC
Date and Time
Wednesday, May 14, 2008
11:20 AM Registration
11:30 AM — 2:00 PM Workshop
Location — Fresno, California
Exeter 1031 Exchange Services, LLC
Fresno Branch Office
516 West Shaw Avenue, Suite 200
Fresno, CA 93704
Reservations Required — Limited Seating
Seating is limited to the first ten (10) participants that RSVP. To reserve your seat at this 1031 exchange workshop, please RSVP to:
Suzanne Davis
Assistant Vice President
National Operations Manager
(866) 393-8370
