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

This 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, including a 250 page Section 1031 Tax Deferred Exchange Reference Manual.

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 provided to California real estate agents
• Two (2) hours of CE credit provided to Certified Public Accountants (CPAs)
• Two (2) hours of CE credit provided to licensed Certified Financial Planners (CFPs)
• Two (2) hours of MCLE credit will be provided to licensed California Attorneys

Deli Lunch Provided

A deli lunch will be provide to attendees. 

Speakers

William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC

Alexis Aiken, J.D.
Assistant Vice President and Legal Department Manager
Exeter 1031 Exchange Services, LLC

James G. Shaw

President and Chief Executive Officer

CapHarbor, Inc.

Date and Time

Tuesday, August 7, 2007

11:20 AM Registration
11:30 AM - 2:00 PM Workshop

Location — Beverly Hills, California

CapHarbor, Inc.
8447 Wilshire Boulevard, Suite 100
Beverly Hills, CA 90211

Map & Driving Directions

CapHarbor, Inc. is located on the North West Corner of Wilshire & Hamilton and the entrance to their parking garage is on Hamilton.  Call (877) 886-1031 for help with directions.

Reservations Required — Limited Seating

Seating is limited to the first 15 participants who RSVP.  To reserve your seat at this 1031 exchange workshop, please RSVP to:

Suzanne Davis
Assistant Vice President
National Operations Manager
(866) 393-8370

or email Ms. Davis

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