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An in depth exploration of 1031 exchanges, from the basic rules to advanced topics - San Jose Chapter Chapter Meeting 12.19.18
Biltimore Hotel
2151 LAURELWOOD RD
Santa Clara, CA 95054
Wednesday, December 19, 2018, 5:30 PM - 9:00 PM PST
Category: Chapter Meetings

An in depth exploration of 1031 exchanges, from the basic rules to advanced topics
San Jose Chapter Meeting

Date/Time:

Wednesday, December 19, 2018
Registration: 5:30 PM
Event: 6:00 PM to 9:00 PM

Location:

Biltmore Hotel

2151 Laurelwood Rd

Santa Clara, CA 95054

Topic: An in depth exploration of 1031 exchanges, from the basic rules to advanced topics

An in depth exploration of 1031 exchanges, from the basic rules to advanced topics
Some of the topics discussed will be
– California Clawback
– Changes to §121 • Moving into a Rental or 2nd Home • Moving out of a Primary Residence
– General Questions about §1031
– Vacation and 2nd Homes
– Related Party Issues
– Seller Financing
– Reverse & Build to Suit Exchanges
– Partnerships and Title Issues
– Exit Strategies

Presenter: Ron Ricard ▪ Certified Exchange Specialist | Vice President | Account Executive Investment Property Exchange Services, Inc. (IPX1031)

Ron, Vice President and Regional Account Manager for Northern California, is designated as a Certified Exchange Specialist®, one of fewer than 130 people nationwide who has earned that certification as accredited by the Federation of Exchange Accommodators. Over the past 15 years, Ron has taught 1031 Exchange accredited courses to over 30,000 investors, real estate agents and others. Ron is a frequent contributor on local radio and television real estate shows and is a guest lecturer at the College of San Mateo, Menlo College and San Francisco State University. Currently on the Board of Directors of the California Commercial Brokers Association, he also served on the Board of the Santa Clara County Association of Realtors and is very involved with numerous real estate associations and industry groups throughout Northern California. Ron has a BS in Civil Engineering from UC Berkeley, a MBA in Marketing and is an active real estate investor.

CPE Information:

3 Federal Law Hours

IRS: 18QC1-T-01092-18-I
CTEC: 1000-CE-4470


Knowledge Level: Advanced / Overview

Cost:

$40 Members
$50 Non-Members
Late Registration Fee (Member and Non-Member):
 $10
Date Late Registration Fee Applies:
 12/17/2018

Registration:

Please contact Melissa Mora to register for this event. Information below:
Contact Email: [email protected]
C
ontact Phone Number: (408) 981-1610

The San Jose Chapter does accept onsite registration.


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: Melissa Mora at [email protected] or (408) 981-1610