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Exeter 1031 Exchange Learning Institute


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1031 Exchange Workshop

It's Not Just Another 1031 Exchange Seminar — It's a Workshop!

See all of our 1031 exchange seminar programs.

Intermediate Level 1031 Exchange Workshop

This is an intermediate level workshop on forward, reverse and improvement (build-to-suit or construction) 1031 exchange transactions pursuant to Section 1031 of the Internal Revenue Code and Section 1.1031 of the Treasury Regulations.

1031 Exchange 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).

Refreshments Provided 

Refreshments will be provided compliments of SCI Real Estate Investments. 

Speakers

William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC

Lewis Savage

Principal

SCI Real Estate Investments

Adam Bryan

Senior Vice President, Regional Director

SCI Real Estate Investments 

Sponsor

Kim Englert, MBA

Business Development Officer

Exeter 1031 Exchange Services, LLC

Irvine Branch Office 

Date and Time

Wednesday, September 17, 2008

9:00 AM Registration
9:00 AM - 12:00 PM Workshop

Location — Long Beach, California

Holiday Inn Long Beach Airport
2640 North Lakewood Blvd.
Long Beach, CA 90815

Map & Driving Directions

Reservations Required — Seating is Limited

Seating is limited.  Please contact 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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