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

This 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, including a 250 page Section 1031 Tax Deferred Exchange Reference Manual.

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 will be provide to attendees. 

Speakers

Alexis Aiken, J.D.
Assistant Vice President and Legal Department Manager
Exeter 1031 Exchange Services, LLC

David Hollander

President and Chief Executive Officer

Liberty Group, Inc.

Date and Time

May 2007 Date To Be Announced Shorty

12:50 PM Registration

1:00 PM - 3:00 PM Workshop

Location — Oakland, California

Liberty Group, Inc.

3923 Grand Avenue
Oakland, CA 94610

Map & Driving Directions

Reservations Required — Limited Seating

Seating is limited to the first 15 participants who RSVP.  To reserve your seat at this 1031 exchange workshop, please RSVP to:

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

or email Ms. Davis

 

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