Instructor: Erin Crowley Vice President / Division Manager Asset Preservation, Inc
This course will review the basic rules for IRC Section 1031 and include some advanced strategies as well.
Provides Two Hour Continuing Education Credit and covers:
Current Tax and Investment Environment
Benefits of exchanges
Calculating capital gain on investment property
Section 1031 rules and exceptions
LLC, partnership and exchange entity issues and solutions
Related party rules
Split-Transactions – primary home conversions / ADUs / Ranch properties
G6 Restrictions
Identification and Exchange Timeline
Vacation Home Rules – Resort Property
Passive Investment Options - DSTs/UpREITs
Reverse and Improvement Exchanges