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Exeter 1031 Exchange Learning Institute

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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, 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 are available for licensed California real estate agents/brokers
  • Two (2) hours of CE credit will be provided to licensed California Certified Public Accountants (CPAs)
  • Two (2) hours of CE credit will be provided to licensed Certified Financial Planners (CFPs).

Deli Lunch Provided

A deli lunch and drinks will be provided by Exeter 1031 Exchange Services, LLC


Steven W. Monk

Vice President and Regional Manager

Exeter 1031 Exchange Services, LLC

Date and Time

Wednesday, September 17, 2008

11:20 AM Registration

11:30 AM — 2:00 PM Workshop

Location — Fresno, California

Exeter 1031 Exchange Services, LLC

Fresno Branch Office

516 West Shaw Avenue, Suite 200

Fresno, CA 93704

Map & Driving Directions

Reservations Required — Seating is Limited

Seating is limited.  Please contact Maureen H. Brown or Suzanne M. Davis at Exeter 1031 Exchange Services, LLC to reserve your seat at this 1031 exchange workshop at (866) 393-8370

or Email Your RSVP


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