Tax Deferred Exchange Seminar for Realtors with DRE Credit

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

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.

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).

Speakers

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

Kim Englert, Paralegal
Business Development Officer
Exeter 1031 Exchange Services, LLC

Trevor Lattin
Investment Advisor
Private Asset Group, Inc.

Date and Time

Wednesday, December 12, 2007
11:20 AM Registration PST
11:30 AM - 2:00 PM Workshop PST

You can visit our web page for complete details at http://www.exeter1031.com/1031_Exchange_Seminar_Irvine_Orange_County_2.aspx.