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1031 Exchanges - San Diego Chapter Monthly Dinner Meeting
Handlery Hotel
950 Hotel Circle North
San Diego, CA 92108
Thursday, July 19, 2018, 5:00 PM - 7:30 PM PST
Category: Chapter Meetings

1031 Exchanges
San Diego Chapter Monthly Dinner Meeting

Date/Time:

Thursday, July 19, 2018
5:00 p.m. - 7:30 p.m.

Location:

Handlery Hotel and Resort
950 Hotel Circle North
San Diego, CA 92108

Topic:

Now that the market is driving clients to utilize tax-deferred exchanges again, tax preparers need to ensure they have the skills and worksheets to confidently assist clients with their exchanges. This session will briefly review the basics, discuss the different types of exchanges possible, how to figure basis in the newly acquired property(ies), the rules adopted by California for reporting exchanges, and the changes made by the TCJA of 2018. We will then apply this knowledge by working through example exchanges, including hands-on use of various worksheets to ensure that the transaction is being accurately recorded on Form 8824. At the conclusion of the session, the goal is for you to be able to work the magic of 1031 exchanges for your clients while having another impressive tool to demonstrate your proficiency in what can be an incredibly complex tax reporting situation.

Presenter:

Ruth Godfrey, EA

Bio:
Ruth H. Godfrey, EA Godfrey and Hardy Tax & Business Services, Inc. Ruth Godfrey has been an Enrolled Agent since 1984. She owned her own tax practice from 1981-2002, formed a partnership in 2001 and then incorporated in 2005. She has been a member of the Inland Empire Chapter of CSTC since 1981, and has served CSTC as President of her Chapter and the Society. She is currently Parliamentarian for the Society, Chairman of the Curriculum Provider Standards Committee for CTEC, and District Governor for NSA. Her college major in Psychology has helped her with the counseling needed to guide her clients. She finds real estate one of her favorite areas of tax preparation. She prepares approximately 300 individual, business, trust and 990 return annually. Some actually correctly!

Registration:

Member: $40 (with reservations)
Non-Member: $45
At the Door: $50


Name and Number for the Person to Contact to Register:

Bob Schlesinger: [email protected] or (619) 713-3786
Please advise if you'd like the Teriyaki Tri Tip or Vegetarian dinner.

CPE Information:

2 Federal Law Hours
IRS: 18QC1-T-01009-18-I
CTEC: 1000-CE-4376

Knowledge Level:
 Advanced

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.


Contact: HEATHER LYNN SANTINEAU at: [email protected]