• Skip to main content

1031 Tax Class

1031 Exchange Tax Class

  • Advanced 1031 Strategies & Tax Deferral Methods

Advanced 1031 Strategies & Tax Deferral Methods


Note: the class is full, but you can call 612-643-1045 to be placed on a waiting list if an opening becomes available.


You’re cordially invited to attend a CE / CLE event sponsored by Coldwell Banker University:

  • November 11, 2016
  • 10:00 am – noon
  • 9:30 am registration
  • Coldwell Banker Burnet lower level training room, 7550 France Ave S., Edina MN 55435
  • Two hours of continuing legal education credit (CLE) or continuing education (CE) for real estate agents/brokers

What you’ll learn:

  • Overview of 1031 History
  • Rational for 1031 / Benefits of 1031 – What is the Idea Behind 1031
  • Basis / Mechanics of (non)Recognition of Gain
  • Requirements for a 1031 Qualifying Property – held for productive use in a trade or business or for investment / Like-kind Property real property for real property
  • State Law Considerations and differences / Foreign Property
  • Non-Qualifying Property – personal use property (2nd home), dealer property (inventory), stocks, bond, notes, partnership interests (tenant-in-common planning), trust interest, goodwill
  • 45 Day Identification Period
  • Identification Rules – 3-PROPERTY RULE, 200% RULE, 95% RULE
  • 180 Day Exchange Period
  • Consequences of Conducting a Partial Exchange and Receiving a Portion of the Proceeds or Other Property – Balance Value, Equity and Debt
  • Complex Exchanges:
    • Construction Exchanges-Making Improvements to the Replacement Property
    • Reverse Exchanges Within the Safe Harbor of Rev. Proc. 2000-37
    • Options for Parking Arrangements of 180 Days or More * UPDATE New Case – Estate of Bartell

Download Event Flyer

© Copyright 2024, Jeff Peterson · All Rights Reserved

  • Advanced 1031 Strategies & Tax Deferral Methods