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Fundamentals of 1031 Exchanges 4171492C
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This authoritative course covers critical aspects, common problem areas and strategies for successful Sec. 1031 exchanges, from deferred exchange rates to 1031 frameworks to partnership and TIC issues. Delve into a Form 8824 preparation exercise that includes replacement property adjusted basis computation and other details. Additionally, study advanced 1031 exchange strategies. Bring questions and be prepared to increase your expertise.

 Export to Your Calendar 12/8/2017
When: 9:30 AM to 5:00 PM
Where: Webinar/Webcast
United States
Presenter: G Scott Haislet Esq, CPA
Contact: April Deneault
801-466-10686


Online registration is available until: 12/8/2017
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Curriculums:   Business and Corporate Taxation,Individual Tax Planning and Return Preparation,Specific Industries

NASBA Credit Category:  Taxes

CPE Hours:  8

Description

This authoritative course covers critical aspects, common problem areas and strategies for successful Sec. 1031 exchanges, from deferred exchange rates to 1031 frameworks to partnership and TIC issues. Delve into a Form 8824 preparation exercise that includes replacement property adjusted basis computation and other details. Additionally, study advanced 1031 exchange strategies. Bring questions and be prepared to increase your expertise.

Materials are provided as an ebook.



Major Subjects

  • Statutory framework for 1031 exchanges
  • Business and investment property characterization
  • Deferred exchange rules and techniques
  • Exchange mathematics: boot, gain and basis
  • Reporting for failed exchanges (over two tax periods)
  • Improvement, reverse and non-safe harbor exchanges
  • Partnership and TIC issues: IRC Sec. 761

Objectives

  • 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.

Level:  Intermediate

Designed For

CPAs, attorneys, CFPs, enrolled agents, real estate and other professionals interested in an update, review or opportunity to discuss 1031 questions, as well as professional staff who prepare or review income tax returns.

Advanced Prep:

None.

Prerequisite

Basic knowledge of tax return preparation or familiarity with investment real estate planning, brokerage or operations.

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