How to Handle a 1031 Exchange on a Tax Return
San Jose Chapter Virtual Meeting

Date/Time:

Wednesday, July 20, 2022
5:00 - 7:00 PM PST

Location:

Online Meeting via Zoom
This will be Zoom Meeting. Once you register and pay, the Zoom link will be provided for you to log in at the designated meeting time. Zoom does require registration before entering the meeting. 

Topic: 

Reporting 1031 exchanges on a tax return can be one of the most complicated transactions you will report on a tax return.   Our clients do not understand the complexities, especially when they are not getting good advice.   This is why it is important for the tax advisor to be involved with the 1031 exchange before and during the transaction.  Otherwise, they can be in a tax surprise.   We will go over some scenarios about how to fill out Form 8824 and 3840.

Presenter:

Lawrence Pon, CPA/PFS, CFP, EA, USTCP, AEP

Mr. Pon is a Certified Public Accountant, Personal Financial Specialist, Certified Financial Planner, Enrolled Agent, United States Tax Court Practitioner, and Accredited Estate Planner in Redwood Shores, CA. Mr. Pon has been in practice since 1986 and enjoys helping his clients reach their financial goals. He frequently speaks on tax and financial planning topics.Mr. Pon received his BS in Business Administration with emphases in Accounting and Finance from the University of California, Berkeley and MS in Taxation from Golden Gate University in San Francisco.

CPE Information:

2 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01668-22-O
CTEC: 1000-CE-5075

Knowledge Level: Advanced (More experienced)

Cost:

Registration before July 17, 2022
Registration Fee (Member): $0
Registration Fee (Non-Member): $30

Registration after July 17, 2022
Registration Fee (Member): $10
Registration Fee (Non-Member): $40

Cancellation and Refund Policy for Webinar Purchase: 
Written webinar cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

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.