1031 Exchange Workshop for Real Estate Investors in Los Angeles, California

1031 Exchange Workshop

See all of our 1031 exchange classes and programs.

Basic to Intermediate Level 1031 Exchange Workshop

This is a basic to intermediate level workshop on forward, reverse and improvement (build-to-suit or construction) 1031 exchange transactions.

Educational 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 this 1031 Exchange Seminar?

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 and DRE Credit)

Two (2) hours of continuing education credit will be provided to:

California real estate agents/brokers (Exam Required)
Certified Public Accountants (CPAs)
Certified Financial Planners (CFPs)

Refreshments Provided

Refreshments will be provided for the attendees.

1031 Exchange Expert Speakers

William Exeter
President and CEO
Exeter 1031 Exchange Services, LLC
A Member of The Exeter Group of Companies

Jim Shaw
President and CEO
CapHarbor, LLC

Date and Times

Thursday, June 5, 2008

Seminar I

8:50 AM Registration
9:00 AM - 11:30 AM Workshop

Seminar II

1:50 PM Registration
2:00 PM - 4:30 PM Workshop

Location - Los Angeles, California

Alliance Bank
12300 Wilshire Blvd., #100
Los Angeles, CA 90025

Validated Parking is available

Reservations Required - Seating Limited to 15

To reserve your seat at this 1031 exchange workshop, please RSVP to: (be sure to reference the seminar time you would like to attend)

Suzanne Davis
Assistant Vice President
National Operations Manager
(866) 393-8370

or email Ms. Davis