1031 Exchange Workshop
It's Not Just Another 1031 Exchange Seminar — It's a Workshop!
See all of our 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, 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)
Brown-Bag Lunch Seminar Series
Bring a brown bag lunch so we can roll up our sleeves and focus on 1031 exchanges. The conference room setting and presentation styles are comfortable and relaxed. Refreshments will be provided by Exeter 1031 Exchange Services, LLC.
Speakers
William L. Exeter
President and Chief Executive Officer
Exeter 1031 Exchange Services, LLC
Gary Wildeson
Director, San Diego Region
TREC Investment Realty
Date and Time
Tuesday, November 4, 2008
11:20 AM Registration
11:30 AM - 2:00 PM Workshop
Location — San Diego, California
Exeter 1031 Exchange Services, LLC
National Corporate Headquarters Office
402 West Broadway, Suite 400
San Diego, California 92101
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 RSVP via email.
