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).
Deli Style Lunch Provided
Beverages will be provided compliments of Exeter 1031 Exchange Services, LLC and 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
Reservations ARE Required
Click here to RSVP for this 1031 exchange workshop.
William L. Exeter
President and Chief Executive Officer
EXETER 1031 Exchange Services, LLC
EXETER Fiduciary Services, LLC
