1031 Exchange Seminar

See all of our 1031 exchange seminar programs.

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 (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)

Refreshments Provided

Refreshments will be provided.

Expert Speakers

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

Jim Shaw
President and Chief Executive Officer
CapHarbor, LLC

Date and Times

Thursday, June 5, 2008

Seminar I

8:50 AM Registration
9:00 AM - 11:30 AM Workshop

Seminar II

1:50 PM Registration
2:00 PM - 4:30 PM Workshop

Location - Los Angeles, California

Alliance Bank
12300 Wilshire Blvd., #100
Los Angeles, CA 90025

Validated Parking is available

Reservations Required - Seating Limited to 15

To reserve your seat at this 1031 exchange workshop, please RSVP to: (be sure to reference the seminar time you would like to attend)

Suzanne Davis
Assistant Vice President
National Operations Manager
(866) 393-8370

or email Ms. Davis