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Advanced Section 1031 Exchanges
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Bring Seminar On-site- This seminar may be brought
on-site to your location for
groups of 10 or more.
Provider:
NBI, Inc.
Topic(s):
Real Estate
Who Should Attend?
Accountants, attorneys, real estate professionals and tax professionals who want to deepen their knowledge of Section 1031 exchanges; Property managers, lenders, title professionals and financial planners
Full Seminar Description
Advance Your Ability to Conduct These Complex Transactions. Section 1031 exchanges are some of the most innovative and complex property transactions available. Handling these advanced exchanges requires more than a passing knowledge of the rules governing them. You need a solid, in-depth understanding of the procedures and considerations involved in order to bring them to a satisfactory conclusion. Expand your ability to conduct and participate in these multi-faceted transactions. Turn your basic knowledge of Section 1031 concepts and procedures into an authoritative command of the complex issues involved. This advanced seminar will provide you with practical tools and strategies you can use when participating in more complicated exchanges. Take a closer look at sophisticated transactions including reverse, personal property exchange and build-to-suit exchanges as well as those involving corporations and partnerships. Address the specialized tax and financial implications to make sure your business deals are in alignment with the law and ensure you choose the right financing options. Stay ahead of the game with this advanced update. Fee per person: $379Benefits of Attending
Advance Your Ability to Conduct These Complex Transactions
Section 1031 exchanges are some of the most innovative and complex property transactions available. Handling these advanced exchanges requires more than a passing knowledge of the rules governing them. You need a solid, in-depth understanding of the procedures and considerations involved in order to bring them to a satisfactory conclusion. Expand your ability to conduct and participate in these multi-faceted transactions.
Turn your basic knowledge of Section 1031 concepts and procedures into an authoritative command of the complex issues involved. This advanced seminar will provide you with practical tools and strategies you can use when participating in more complicated exchanges. Take a closer look at sophisticated transactions including reverse, personal property exchange and build-to-suit exchanges as well as those involving corporations and partnerships. Address the specialized tax and financial implications to make sure your business deals are in alignment with the law and ensure you choose the right financing options. Stay ahead of the game with this advanced update.
- Knowledgeably handle partial exchanges and issues involving closed sales.
- Compare safe harbor vs. non-safe harbor reverse exchanges and receive valuable tools for structuring, planning and executing these transactions.
- Handle build-to-suit exchange issues, including title concerns and semi-reverse exchanges.
- Keep in compliance with important GAAP reporting requirements and choose the most advantageous financing options.
- Deal with partnership and corporation issues including solutions to meet the requirements of IRC 1031.
- Understand what the TIC market place is and why it may or may not be a good fit for your client.
- Develop your understanding of the "held for requirement" and how it affects dealers and flippers of properties.
Agenda
1031 BASICS
8:30 - 10:15, 10:30 - 10:50
- What is an Exchange?
- Define the Different Exchange Process (Swap, Simul, Deferred, Build-To-Suit, Multi-Asset and Reverse)
- Define the Different Exchange Types (Realty vs. Personality)
- History (1924, 1975, 1984, 1991, etc.)
- Identification Process for Deferred Exchanges
- Exchange Process for Deferred Exchanges
- Closing Costs
- Additional Updates
PARTNERSHIPS AND SECTION 1031
10:50 - 12:00
- What is a Partnership?
- Significant Cases - Pre - 1984 Code Addition
- Section 1031 (a)2d
- Pre-Exchange Steps to Sell Separate "The Odd Man Out"
- Post-Exchange Steps to Separate "The Odd Man Out"
- Steps to Avoid the Partnership Trap When Buying a Fractional Interest
FRACTIONAL INTEREST ACQUISITIONS
1:00 - 2:00
- What is a TIC?
- Revenue Procedure 2002-22
- Security vs. Non-Security Program Provider
- Delaware Series LLC Program Provider
- Implications for Non-TIC Buyers
RELATED PARTY EXCHANGES
2:00 - 2:30
- What is a Related Party Exchange?
- Selling to a Related Party
- Buying From a Related Party
- Using the ID Technique
BUILD-TO-SUIT EXCHANGE
2:45 - 3:00
- Setting Up a Build-to-Suit
- Only Safe Harbored Exchanges
- Rev. Proc. 2004-51
REVERSE EXCHANGES
3:00 - 3:40
- What is a Reverse Exchange?
- Steps of an Exchange Last Approach
- Steps of an Exchange First Approach
- Build-To-Suit Reverse Exchange
PERSONAL PROPERTY EXCHANGES
3:40 - 4:10
- What is a Personal Property Exchange?
- Three Categories of Personal Property
- Like Kind Tests
- Identification Issues
ETHICAL SITUATIONS
4:10 - 4:40
This program is designed to qualify for 8.0 hours (based on 50 minute credit hour) of continuing professional education credit for accountants.
Who Should Attend
This seminar will benefit accountants, attorneys, real estate professionals and tax professionals who want to deepen their knowledge of the concepts and procedures involved in Section 1031 exchanges. Property managers, lenders, title professionals and financial planners who want to gain insight into these complex transactions will also find value in the information presented at this seminar. This is an advanced-level program. Accountants should have an understanding of like-kind exchanges and IRC 1031. No advanced preparation or prerequisites are required. Field of Study -- Taxation.Times
Registration: 8:00-8:30 a.m.
Start: 8:30 a.m.
Stop: 4:40 p.m.
Sponsor Background:
About NBINational Business Institute
Providing Legal Knowledge to Any Business, Anytime, Anywhere
National Business Institute (NBI) has been providing legal education to attorneys, accountants, human resource and insurance professionals, real estate agents, teachers and all other corporate and legal professionals for over 20 years. We have trained on every legal topic relevant to the workplace and have access to the most comprehensive library of training tools in the industry.
Since 1983 we have been one of the largest providers of legal and professional education in the nation. We currently hold seminars in major metropolitan areas in all 50 states and Puerto Rico, serving over one million professionals.
An NBI seminar will provide you with the practical knowledge you need to perform your job with greater skill and effectiveness. In addition, we work in close cooperation with more than 500 continuing legal and other education credit-granting organizations. You can be confident that we carefully design our seminars to ensure that you’ll be able to satisfy all of your professional training requirements.
Our commitment to your success is what drives our daily activities. When you train with National Business Institute, you not only make an investment in your career, but you also make an investment in yourself. We look forward to helping you gain the knowledge you desire while showing you all the ways NBI provides more choices for your success!
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