1031 Exchange Seminar
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, 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©).
Brown-bag Lunch Series
Bring a brown bag lunch so we can roll up our sleeves and focus on tax-deferred like-kind exchanges. The conference room setting and presentation styles are comfortable and relaxed. There is a deli and a restaurant on the first floor of the Emerald Plaza building if you prefer to purchase a lunch when you arrive.
Continuing Education 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 California Certified Public Accountants (CPAs)
- Two (2) hours of CE credit will be provided to Certified Financial Planners (CFPs).
Speakers
J. Daniel Choplin
Branch Manager
Exeter 1031 Exchange Services, LLC
Date and Time
Monday, December 4, 2006
11:30 AM - 2:00 PM Workshop
Location — Winston-Salem, North Carolina
Exeter 1031 Exchange Services, LLC
East Coast Branch Office, Winston-Salem, NC
301 North Main Street, Suite 2417
Winston-Salem, North Carolina 27101
Map & Driving Directions
Reservations Required — Limited Seating
Seating is limited to the first fifteen (15) participants that 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
.
back to top