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1031 Tax-Deferred Exchange - San Diego-North County Meeting 08.09.18
Twin Oaks Golf Club
1425 N. Twin Oaks Valley Road
San Marcos, CA 92069
Thursday, August 09, 2018, 5:00 PM - 8:45 PM PDT
Category: Chapter Meetings

1031 Tax-Deferred Exchange
San Diego-North County Chapter Meeting

Date and Time:

Thursday, August 9, 2018
5:00 p.m. - 8:45 p.m.

Location:

Twin Oaks Golf Course
1425 N Twin Oaks Valley Rd
San Marcos, CA 92069

Topic: 1031 Tax-Deferred Exchange

Fundamentals of the 1031 Exchange and 1031 Exchange Strategy. Includes review of IRC 1031 plus discussion of like-kind exchange.

Presenter: Adam Nishikawa, Vice President Exchange Resources, Inc.

Presenter Bios: Adam Nishikawa, Vice President, grew up in Southern California attending Point Loma Nazarene University’s, Fermanian School of Business. Upon graduation he obtained his real estate license and began a career at Lincoln Property Company. At LPC he provided due diligence and analytical support on the acquisition and disposition of commercial real estate in Southern California. He quickly became fascinated by the complexities of investment real estate, and the importance of a properly implemented tax-deferred strategy within an investment portfolio. He moved to San Diego and joined ERI with the intent to help clients build towards a more profitable portfolio. He teaches educational classes on basic and advanced 1031 strategies at local real estate brokerage firms and associations looking to train their agents to strategically use 1031 exchanges for the benefit of their business and their client’s future. He has experience with large scale institutional and residential investments, vacation rental portfolios, and resort area property acquisitions.

CPE Information:

2 Federal Update hours
CTEC: 1000-CE-4396
IRS: 18QC1-U-01022-18-I

Knowledge Level:
 Intermediate

Registration:

Members: $40
Non-Members: $50
Late/Day of Registration: $50

Last Day to Cancel:
August 8, 2018 at 5:00 p.m.

Please Contact the North County Chapter to register:

email: [email protected]
Please include your PTIN and EA or CTEC numbers when registering.

Reservations after August 3rd cannot be guaranteed a choice in meal options. We will do our best to accommodate, but responding by August 3rd ensures your choice.

For August, you can choose between :
- GRILLED SALMON FILLET with Creamed Corn and Red Pepper Coulis
- ROAST CHICKEN BREAST with Balsamic Marinated Heirloom Tomatoes and Browned Butter Sauce
- VEGETARIAN - Chef's Choice
We will also offer Roasted Beet and Pickled Vegetable Salad, Whiskey Glazed Sweet Potatoes, Grilled Asparagus, and Cherry Apple Cobbler for Dessert.


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: [email protected]