1031 Exchange Workshop
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 California licensed Realtors
- Two (2) hours of CE credit are available for California CPAs
- Two (2) hours of CE credit will be provided to CFPs
Brown-bag Lunch Series
Bring a brown bag lunch so we can roll up our sleeves and focus on 1031 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, November 19, 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. Please contact Suzanne M. Davis or Maureen H. Brown at Exeter 1031 Exchange Services, LLC to reserve your seat at this 1031 exchange workshop at (866) 393-8370 or RSVP via email.
