1031 Exchange Seminar
See all of our 1031 exchange seminar programs.
Basic to Intermediate Level 1031 Exchange Seminar
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.
Educational Workshop Content
The educational workshop will begin with an introduction to various tax-deferral and tax-exclusion strategies, including combining Section 1031 with Section 121. The discussions will focus on the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a tax-deferred, like-kind exchange transaction. We will finish with an explanation of the new fractional ownership opportunities 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 open discussions, questions and answers with our 1031 exchange experts. Handout materials will be provided for future reference.
Who Should Attend?
Anyone interested in gaining a more in-depth understanding of the processes and requirements for completing successful 1031 exchange transactions, including investment property owners, accountants, attorneys, corporate officers, certified financial planners and real estate agents and brokers (Realtors©).
Continuing Education Credit (CE Credit)
- Two (2) hours of DRE credit are available for licensed California real estate agents/brokers
- Two (2) hours of CE credit will be provided to licensed California Certified Public Accountants (CPAs)
- Two (2) hours of CE credit will be provided to licensed Certified Financial Planners (CFPs).
Deli Lunch Provided
A deli lunch and drinks will be provided by Exeter 1031 Exchange Services, LLC
Speakers
Steven W. Monk
Vice President and Regional Manager
Exeter 1031 Exchange Services, LLC
Date and Time
Wednesday, September 17, 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
Map & Driving Directions
Reservations Required — Seating is Limited
Seating is limited. Please contact Maureen H. Brown or Suzanne M. Davis at Exeter 1031 Exchange Services, LLC to reserve your seat at this 1031 exchange workshop at (866) 393-8370
or Email Your RSVP
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