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
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