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CPA Leadership Institute Webinar Series
December 2, 2014 |
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Want to attend?
Become a Professional Member today for only $199 and attend our webinars FREE. We also have affordable group plans.
Contact us today.
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About CPA Leadership Institute
CPA Leadership Institute's membership includes many valuable tools and reports. Click here for details or to join. |
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CPE Entitlement
Participants are entitled to 2 CPE credits. More information.
Cancel your registration at any time for a full refund.
All complaints or grievances should be directed to Joel Shiffrin, President, at 888-406-0088 or via email.
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On The Web
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The 1031 Tax Deferred Exchanges
2 CPE Credits - 1PM ET, Noon CT, 11AM MT, 10AM PT
 This webinar provides a concise and thorough overview of Section 1031 Exchanges for accountants, CPAs and tax advisors. The webinar covers critical IRS time deadlines, “like-kind” property requirements, partnership/LLC issues, reverse exchanges, Qualified Intermediary due diligence and other 1031 related issues
 Presenter, Scott R. Saunders, is the senior vice president of Asset Preservation. Scott has an extensive background in Internal Revenue Code §1031 tax deferred exchanges, having been involved in structuring and overseeing thousands of transactions during his twenty-six years in the exchange industry. Asset Preservation, a subsidiary of Stewart Information Services Corporation, is a leading national IRC §1031 “Qualified Intermediary” and has successfully completed over 150,000 §1031 exchanges throughout the nation.
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Cost & Registration
To register, select the date by your membership level.
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Program Information
Who Should Attend
- CPAs
- Tax Advisors
- Anyone with clients who own investment properties
Learning Objectives
- Understand what types of real and personal property qualify for non-recognition treatments and what types of property are excluded from 1031 tax deferral
- Learn the exchange equation and the requirements for full or partial tax deferral including understanding cash boot and mortgage boot
- The benefits of reverse and improvement exchanges
- Understand the reasons why taxpayers exchange and how a 1031 exchange can help taxpayers improve their position in the market
- Understand the 45/180 timelines in a delayed exchange, how to properly identify property and how to avoid common 1031 exchange pitfalls
- Grasp the related party rules and the various scenarios that apply in 4 different related party transactions
Program Level: Basic
Prerequisite: 1+ years experience
Advanced Preparation: None
Field of Study: Real Estate (Taxes)
This is a Group Live Internet-Based offering. The instructional method is lecture with active group participation and visual aids.
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CPA Leadership Institute, Inc. is registered with the National Association of the State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of the individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. |
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©2014 CPA Leadership, 300 North LaSalle Street, Suite 4925, Chicago, IL 60654
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