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Education Center | Live Seminars

1031 Exchange Overview (1031)

This is a basic to intermediate level workshop on forward, reverse and build-to-suit 1031 tax-deferred, like-kind exchange transactions. The program will include the requirements, structures, processes, strategies, and compliance issues necessary to successfully complete a 1031 tax-deferred, like-kind exchange.

Registration Fee: Free

1031 Reverse Exchanges (R1031)

This workshop is for investors who want to learn more about acquiring a like-kind replacement property before disposing of the current relinquished property by structuring a reverse tax-deferred like-kind exchange transaction pursuant to Revenue Procedure 2000-37. This income tax strategy is especially beneficial in markets where there is an imbalance between the supply and demand for income producing investment properties.

Registration Fee: Free

Advanced Strategy Roundtable (ASR)

Designed for a more sophisticated audience, including CPAs, attorneys, and multi-entity owernship structures. This panel discussion brings together leading subject matter experts on topics such as advanced 1031 strategies, complex trusts, and innovative charitable designs. Assumes an understanding of basic real estate exit strategies.

Registration Fee: Free

Charitable Strategies Overview (CRT)

A present or future gift of real estate offers significant opportunities to reach financial objectives including income tax and estate tax savings. It can also provide a great way to convert your capital gains and equity into a dependable, diversified, and long-term cash flow. This workshop will allow you to understand the various features and benefits of varioius charitable options and how these compare to other real estate exit strategies.

Registration Fee: Free

Private Annuity Trust (PAT)

This seminar will review the application of the Private Annuity Trust in light of the recent Proposed Regulations issued by the IRS on October 17, 2006. This will include a review of Proposed Regulation § 1.72-6, and Proposed Regulation § 1.1001-1. We will present an in-depth analysis of the changes to the Private Annuity Trust, including an assessment of any transactions that might have been in process at the time of the announcement, and what strategic options and alternatives remain.

Registration Fee: Free

Real Estate Exit Strategies Seminar (REES)

Planning for your real estate exit strategy is one of the most difficult challenges of real estate ownership. This educational program will introduce you to various "exit strategies" and techniques for your appreciated real estate that will help you defer, spread, or even eliminate capital gain and depreciation recapture taxes! We will cover some of the basic approaches as well as some of the more sophisticated techniques including tenant-in-common programs (TICS), private annuity trusts, and charitable remainder trusts.

You will also learn about reinvestment alternatives to diversify out of potentially over-appreciated areas such as Southern California, to significantly increase your cash flow and total returns, and to reduce risk.

Registration Fee: Free

Strategic Equity Management (EM)

This seminar will focus on best practices and strategic alternatives surrounding the appreciation trapped within real estate. We will conduct an in-depth analysis of the features and benefits of the various equity management alternatives, including how various equity mangement strategies can best be applied to your particular situation.

Registration Fee: Free

Structured Sale (SS)

This seminar will review the new concept of the structured sale. We will present an in-depth analysis of the features and benefits of the structured sale including how a structured sale works, and the most appropriate situations and strategic applications. We will also share case studies of how a structured sale can serve as a "1031 Alternative," and also as a unique strategy for vacation properties, second homes, and highly appreciated personal residences.

Registration Fee: Free

Understanding TIC Offerings (TIC)

This seminar looks at the analysis and due diligence processes for tenant-in-common properties (TIC Properties). It also compares and contrasts the standard TIC structure versus the newer Delaware Staturtory Trust (DST) structure.

Registration Fee: Free