Eight-hour continuing professional education course with G. Scott Haislet       

Fundamentals of 1031 Exchanges

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

January 31,2022, June 28, 2022, September 28, 2022, December 7, 2022, January 18, 2023 – Webcast  
 

Prerequisites:	Basic knowiedge of tax return preparation or familiarity with investment real estate planning, brokerage or operations.
Objectives:	Understand how to prepare IRS Form 8824. Determine 1031 exchange mathematics, including napkin test, boot and adjusted basis. Recognize conceptual issues in 1031 exchanges. Identify advanced concepts, such as improvement exchange, 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.

CPE Hours: 81 ET: 21 CTEC-Fed: 81 IRS-TX: 81 MCLE: 6.5 j LS-TX: 6.5

Level: Intermediate

Designed for: CPAs, attorneys, CFPs, enrolied agents, reai estate and other professionais interested in an update, review or opportunity to discuss 1031 questions, as well as professional staff who prepare or review income tax returns.

To register, call *800) 922-5272 or visit www.calcpa.org/RSVP

To reach G. Scott Haislet, call (925) 283-1031