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 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, 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).
Deli Lunch Provided
A deli lunch and drinks will be provided by Exeter 1031 Exchange Services, LLC.
Speakers
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Kim Englert, MBA and Paralegal
Business Development Officer
Exeter 1031 Exchange Services, LLC
Date and Time
Wednesday, October 1, 2008
11:20 AM Registration
11:30 AM - 2:00 PM Workshop
Location - Irvine, California
Exeter 1031 Exchange Services, LLC
Irvine Branch Office
18101 Von Karman, Suite 300
Irvine, California 92612
Go to http://www.exeterco.com/1031_Exchange_Seminar_Orange_County_OCAR.aspx for complete details.
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