Your clients will love you for helping them save money
Are you a
Residential or Commercial Real Estate Agent
Accountant or CPA
Attorney
Small Classes, Conveniently Located
Classes are taught at your office. This makes classes convenient for you and makes it easy to hold small classes of 5-20 attendees so everyone can get as much individual attention as they want. Tuition is nominal ($5 or less per person). Real estate agents and accountants: ask us about receiving CE credits.
Classes include:
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Learn how a 1031 exchange works, get definitions of frequently used terms, learn about relevant tax code and hear interesting real-life stories of how 1031 exchanges have helped clients invest thousands (even hundreds of thousands) more by deferring their capital gains taxes. You’ll also learn when a 1031 exchange cannot or should not be used. 3 CE credits.
1031 Exchange Basics Class Outline
Definition of 1031 Terms
Why Exchange: What Is a Capital Gain
Tax Code Comparison: 1034 and 1031
What Is In This For Me? How To Make More Sales
IRC 1031 History
What Is Like Kind Property?
Real Property
Personal Property
The Exchange Process
Timing 46/180
The RULES
Balancing the 1031 Exchange: Evaluating Your Clients Exchange
Types of Exchanges
Simultaneous
Delayed
Reverse
Improvement
Your 1031 Exchange Basics class instructor is an experienced, 1031 exchange facilitator in your area.
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1031 Exchanges for Real Estate Agents
Designed for real estate agents who desire a working knowledge of the application and use of 1031 exchanges to benefit your clients. Learn the basics through intermediate level in this interesting class. 5 CE credits.
1031 Exchange Basics for Real Estate Agents Class Outline
1031 Exchange Basics
Capital Gains
Definition
Calculating Capital Gains
A Primary Residence vs Investment 1031 Property
How the 1031 Tax Provision Can Benefit a Real Estate Agent
The History of the 1031 Tax Provision
Like Kind Property
How the Exchange Process Works
Evaluation of an Exchange Transaction: Determining the Amount of Deferred Tax
Types of Exchanges
Simultaneous Exchange
Delayed Exchange
Reverse Exchange
Improvement Exchange
Your instructor is an experienced, 1031 exchange facilitator in your area.
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Deepen Your 1031 Exchange Knowledge
The 1031 Exchange Advanced Class is designed for experienced realtors who have taken our 1031 Exchange Basics class or 1031 Exchange Basics for Real Estate Agents class. You’ll broaden your understanding of the benefits and application of 1031 exchanges. 3 CE credits.
1031 Exchange Advanced Class Outline
Review of 1031 Basics
Types of Exchanges
Simultaneous
Delayed Reverse
Improvement
Issues Related to Exchanging
Why Exchange
New Types of Replacement Properties to Consider
Multiple Owners
Dissolving Ownerships
Non Refundable Deposits
Your 1031 Exchange Advanced class instructor is an experienced, 1031 exchange facilitator in your area.