1031 Exchange Workshop
It's Not Just Another 1031 Exchange Seminar — It's a Workshop!
See all of our seminar programs.
Intermediate Level 1031 Exchange Workshop
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, 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)
Refreshments Provided
Refreshments will be provided by Kim Englert with Exeter 1031 Exchange Services, LLC.
Speaker
President and Chief Executive Officer
Exeter Fiduciary Services, LLC
Exeter 1031 Exchange Services, LLC
Date and Time
Wednesday, February 18, 2009
9:45 AM Registration
10:00 AM — 12:30 PM Seminar
Exam Required for DRE credit
Location — Huntington Beach, California
Orange County Association of Realtors (OCAR)
OCAR Huntington Beach Meeting Room
8071 Slater Avenue, Suite 240
Huntington Beach, CA
Reservations Required — Seating is Limited
Seating is limited to 25 participants. Please contact Suzanne Davis at Exeter 1031 Exchange Services, LLC at (866) 393-8370 or RSVP via email to reserve your seat at this Title Holding Trust workshop.
