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) 1031 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, Sections 1031, 1033, 1034, 721, 121 and 453 of the Internal Revenue Code. 

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, 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 licensed California real estate agents (course exam is required after the program)
• Two (2) hours of CE credit provided to Certified Public Accountants (CPAs)
• Two (2) hours of CE credit provided to Certified Financial Planners (CFPs)

Deli Lunch Provided

A deli lunch and refreshments will be provided by 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

Samuel D. Lee
Business Development Officer
Exeter 1031 Exchange Services, LLC

Date and Time

Tuesday, May 6, 2008
11:15 AM Registration
11:30 AM - 2:00 PM Workshop

Location - San Diego, California

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

You can visit http://www.exeter1031.com/1031_exchange_seminar_san_diego.html for complete details.