Close Window ]  
The Exeter Edge™ Workshop Series


The Exeter Edge™

Seminar Series

Click here to view

upcoming seminars

 

RSVPs

Required

RSVPs are required.  Seating is limited to the first twenty-five (25) registrants.  Please send your RSVP via email to Zeebah Henderson.

Unraveling the Mystery of 1031 Exchanges

Unraveling the Mystery of 1031 Exchanges is a FREE basic to intermediate level discussion on 1031 Exchanges that will help participants unravel the mystery of doing 1031 Exchanges. What is a 1031 Exchange? What are the advantages?  How do you structure one?  What should you watch out for? 

The discussion will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 Exchange. This is not just any seminar; it’s an educational workshop where you can roll up your sleeves, learn and ask as many questions as you like.

You Will Discover: 

How to wade through all of the conflicting and confusing information about 1031 Exchanges and understand what the real requirements are, including:

  • How a 1031 Exchange can help you keep your equity working and growing for you
  • Benefits and advantages of deferring capital gain, depreciation recapture and avoiding the Medicare surcharge taxes by structuring 1031 Exchange transactions
  • Forward, Reverse and Improvement (Build-To-Suit or Construction) 1031 Tax-Deferred Exchange structures
  • Various tax-deferral and tax-exclusion strategies, including:
    • 1031 Exchanges (rental, investment or business use property)
    • 1033 Exchanges (involuntary conversions)
    • 1034 Exchanges (repealed)
    • 721 Exchanges/Contributions (upREITS or 1031/721 Exchange)
    • 121 Exclusions for a primary residence
    • 453 Installment Sales (Seller Carry Back Notes)
  • Requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 Tax Deferred Exchange

Who Should Attend? 

Anyone interested in gaining a deeper understanding and unraveling the mystery of the processes and requirements for successfully completing 1031 Exchange transactions, including:

  • Investment property owners; taxpayers/investors
  • Accountants and Enrolled Agents
  • Attorneys
  • Corporate real estate managers
  • Financial planners and investment advisors
  • Real estate agents and brokers (Realtors©)
  • Property managers

Hosted and Presented by:

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

Anton "Tony" Hammock

Senior Vice President, Chief Trust Officer and Trust Operations Manager

Exeter 1031 Exchange Services, LLC

Maureen H. Brown

Senior Vice President and Exchange Services Group Manager

Exeter 1031 Exchange Services, LLC

Patrick Bailon

1031 Exchange Administrator

Exeter 1031 Exchange Services, LLC

Date and Time

Thursday, January 31, 2019

10:00 AM — 11:30 AM MST

Location

Exeter 1031 Exchange Services, LLC

Mountain Regional Office

205 Storey Boulevard, Suite 200

Cheyenne, WY 82009

RSVPs Required

RSVPs are required.  Seating is limited to the first twenty-five (25) registrants.  Please send your RSVP via email to Zeebah Henderson.

 

back to top