Fundamentals Of 1031 Exchanges Webinar
9:30 a.m. - 5:00 p.m.
PICPA Member: $245 | Nonmember: $345
Basic knowledge of tax return preparation or familiarity with investment real estate planning, brokerage or operations.
- 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.
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.
|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
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