1031 Exchange Seminar

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, 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©).

Brown-bag Lunch Series

Bring a brown bag lunch so we can roll up our sleeves and focus on tax-deferred like-kind exchanges.  The conference room setting and presentation styles are comfortable and relaxed.

Continuing Education Credit

• Two (2) hours of CE credit will be provided to licenses North Carolina Certified Public Accountants (CPAs)
• Two (2) hours of CLE credit will be provided to licensed North Carolina Attorneys
• Two (2) hours of CE credit will be provided to Certified Financial Planners (CFPs)

Speakers

J. Daniel Choplin
Branch Manager
Exeter 1031 Exchange Services, LLC

Date and Time

Monday, November 6, 2006

11:30 AM - 2:00 PM Workshop

Location — Winston-Salem, North Carolina

Exeter 1031 Exchange Services, LLC

East Coast Branch Office, Winston-Salem, NC

301 North Main Street, Suite 2417

Winston-Salem, North Carolina 27101

Map & Driving Directions

Reservations Required — Limited Seating

Seating is limited to the first fifteen (15) 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

or email Ms. Davis

 

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