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Representing the Section 1031 Tax Deferred Exchange Client
On-demand
Representing the Section 1031 Tax Deferred Exchange Client
Recorded On
01/22/2024
COURSE DETAILS
Internal Revenue Code §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This program will explain how to effectively represent the needs of their clients who are contemplating an exchange.
The program will discuss:
- The qualifications and requirements for an exchange;
- Preparation of the sales contract, settlement statement and other closing procedures;
- Considerations for refinancing and 1031 exchanges;
- The procedures for the proper identification of replacement property;
- Investor strategies – retirement and estate planning tools;
- Alternative exchange structures – parking arrangements: reverse exchanges, improvement exchanges, and reverse/improvement exchanges;
- Replacement Property options- DSTs and Triple Net Lease properties;
FACULTY
David Feeser, Legal 1031
CLE CREDITS
1.5 NY Credits: 1.5 Skills; Non-transitional; 1.5 NJ Credits: 1.5 General
GENERAL INFORMATION
All Programs include 1 Affirmation and 1 Evaluation Form, and Course Materials.
To receive CLE credit for a program in Online Video Format:
Online Videos contain CLE codes that you must type into a supplied online affirmation form. Submit the online affirmation to the NYCLA CLE Institute to be issued a CLE certificate. We recommend that you watch the video as soon as possible.
We can only issue CLE credit if the law is still current.
Course Materials: You can download course materials on the Online Video webpage.