1031 Exchange Workshop

It's Not Just Another 1031 Exchange Seminar — It's a Workshop!

See all of our 1031 exchange seminar programs.

Intermediate Level 1031 Exchange Seminar

This is an intermediate level workshop on forward, reverse and improvement (build-to-suit or construction) 1031 exchange transactions pursuant to Section 1031 of the Internal Revenue Code and Section 1.1031 of the Treasury Regulations.

1031 Exchange 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 1031 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 (taxpayers/investors), accountants, attorneys, corporate officers, certified financial planners and real estate agents and brokers (Realtors©).

Continuing Education Credit (CE Credit)

Two (2) hours of continuing education credit will be provided to:

• California real estate agents/brokers
  
• Certified Public Accountants (CPAs)
  
• Certified Financial Planners (CFPs).

Deli Lunch Provided 

A deli lunch and drinks will be provided compliments of Exeter 1031 Exchange Services, LLC.

Speakers

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

Gary Wildeson
Director, San Diego Region
TREC Investment Realty

Date and Time

Tuesday, June 10, 2008

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

Location — San Diego, California

Exeter 1031 Exchange Services, LLC
National Corporate Headquarters
402 West Broadway, Suite 400
San Diego, California 92101 

Parking is available and will be validated by Exeter 1031 Exchange Services, LLC for the underground parking garage located at The Westin at 402 West Broadway, San Diego, CA 92101 (entrance is on Columbia Street).  Take the office tower elevators (not the hotel tower elevators) to the 4th Floor.  The receptionist will direct you to the conference room.

Map & Driving Directions

Reservations Required — Seating is Limited

Seating is limited to the first 15 participants who RSVP.  Please contact Suzanne Davis to reserve your seat at this 1031 exchange workshop.

Suzanne Davis
Assistant Vice President
National Operations Manager

Exeter 1031 Exchange Services, LLC
(619) 615-4210

or email Ms. Davis

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