Back to Search

Fundamentals Of 1031 Exchanges Webinar

CPE

When
Jan. 21
9:30 a.m. - 5:00 p.m.

CPE Credits
8-Tax

Details

 Pricing

PICPA Member: $245 | Nonmember: $345


 More Information

Course No.
4191492F
Level
Intermediate
Prerequisites
Basic knowledge of tax return preparation or familiarity with investment real estate planning, brokerage or operations.

Description

  • Recognize how to prepare IRS Form 8824.
  • Determine 1031 exchange mathematics, including napkin test, boot and adjusted basis.
  • Identify conceptual issues in 1031 exchanges.
  • Outline advanced concepts, such as improvement exchanges, reverse exchanges, non-safe harbor exchanges and drop-and-swap.
  • Determine ethics and client counseling issues.
  • Identify how to evaluate and counsel clients about risk.

Highlights

This authoritative course covers critical aspects, common problem areas and strategies for successful 1031 exchanges. Examine Form 8824 preparation, replacement property adjusted basis computations, advanced 1031 strategies and more.

Additionally, study advanced 1031 exchange strategies such as reverse exchange, partners/TIC structures, and improvement exchanges (including "Bartell" parking arrangements).

Bring questions and be prepared to increase your expertise. Updated in 2018 for effects of 2017 tax reform act.

Materials are provided as an ebook.



Speaker(s)

G. Scott Haislet practices law in the areas of taxation, real estate, estate planning and 1031 exchanges. He is president of the Lafayette Exchange Corporation, qualified intermediary for 1031 exchanges.  He is a California attorney, CPA, and is a Certified Specialist in Taxation Law (as certified by the California State Bar Board of Legal Specialization).  Mr. Haislet writes and lectures frequently about tax, real estate, finance, estate planning and legal issues, and has authored continuing education courses for real estate and tax professionals. He has spoken frequently on San Francisco radio regarding real estate. He is a member of the State Bar of California (Tax Section), the United States Tax Court Bar, the Contra Costa County Bar Association (past Tax Section Chairman), CalCPA and the AICPA. He chaired the CalCPA Education Foundation's Real Estate Conference in 2004, 2005 and 2006.  Mr. Haislet holds degrees from The University of Michigan School of Business and from Taft University School of Law. He formerly practiced with Price Waterhouse and Arthur Andersen Co.


You May Also Like

Tax Con - Tuesday Only - Webcast
Nov. 10 | Webinar
...
The Best S Corporation, Limited Liability, and Partnership Update Course Webinar
Sept. 21 | Webinar
This year practitioners need to keep abreast of tax changes affecting pass-through entities used by their business clients and employers, and this enlightening course delivers that information. You will learn ...
IRAs: Tax Efficient Tools for Retirement Webinar
Sept. 21 | Webinar
Understand how the recently passed SECURE ACT affects IRAowners. Discuss Proposed Regulation providing revised life expectancy tables. Evaluate factors relevant in making the Roth vs. traditional IRA decision, including understanding ...