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Webinar

The Updated Nuts and Bolts of IRC Section 1031 Exchanges

If you have questions about this event, please call us at 952-831-2707.

Monday, June 3, 2024
3-4:55 p.m. Central
2 CPE (2 technical)

Course code: 24WA-0921
View pricing


In today's real estate market, IRC Section 1031 tax-deferred exchanges can be one of the most important planning tools available to the real estate investor. The use of this technique is filled with pitfalls and traps. This new course will assist the practitioner in understanding the mechanics of a tax-deferred exchange and the value of a tax-deferred exchange in both tax and financial planning.

Major subjects

  • Complete explanation of IRC Section1031
  • Understand when to use a tax-deferred exchange
  • Changes made to the technique in the Tax Cuts and Jobs Act
  • Advantages and disadvantages of paying the tax versus using an exchange
  • Understand the definition of like-kind property
  • Understand what a qualified intermediary is
  • Understand the need for an exchange accommodation title holder
  • Understand a reverse exchange
  • Understand a build-to-suit exchange
  • Understand the forty-five-day rule and how to calculate it
  • Precautions for property identification
  • Investment property versus property held for sale

Learning objectives

  • Understand the mechanics of a tax-deferred exchange and the value of applying it in tax and financial planning  

Who should take this program?

  • CPAs, EAs, attorneys, financial planners, insurance agents, and bankers

Pricing

Standard Member Fee $79.00
checkmark Standard Nonmember Fee $79.00
Our records indicate you are a nonmember. If you register, you will be charged $79.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

More program information

Instructors Jordon Rosen, CPA, MST, AEP
Arthur Werner, JD, MS (Taxation)
Location Online
Area
of study
Taxation
Field(s)
of study
Taxes - Technical (2.0)
Level Update
Format Group Internet Based
Sponsor Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
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If you have questions about this event, please call us at 952-831-2707.