1031 Exchanges - Just 6 Simple Numbers
San Diego Chapter In-Person Seminar

Date/Time:

Friday, November 21, 2025
10:00 AM to 2:00 PM

NEW Location!:

West-Pac Building
First Floor Conference Room
5280 Carroll Canyon Road
San Diego, CA 92121
Free self parking in spots marked "Visitor"

Topic:

Is this you? You’ve taken classes about like-kind exchanges and think you know the concepts, but when it comes time to actually enter the transaction into your software, you suddenly feel lost. It’s not your fault! To complete like-kind exchange calculations, you really only need 6 numbers:

• -FMV of the old and replacement properties
• -Basis of the old property
• -Loan amounts on the old and replacement properties
• -Total expenses from the settlement statements.

You know where to get all those numbers, right? So why does your software make it so hard?!? And when a client asks about the tax ramifications of doing a like-kind exchange, does it take you hours to run all the possible scenarios? In this class, a simple worksheet and a checklist will solve both of these problems for you, giving you a new understanding of the basic concepts and allowing you to quickly provide your clients with accurate advice about the outcome of their planned exchanges.

Presenter(s): 

Ryan Reichert, EA, CFP
Ryan Reichert, EA, CFP®, is a practicing tax professional from San Diego, California. His financial planning and business ownership background makes him specially equipped to handle new and often complex tax laws. Ryan has a knack for breaking tax topics into presentations that keep attendees engaged and learning throughout the day. He is also the owner of the client-facing publication Tax News and Tips.

CPE Information - Four hours of CE!:

4 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-02209-25-I
CTEC: 1000-CE-05689

Knowledge Level: Advanced (More experienced)

Cost:

Morning coffee and boxed lunch will be provided.

Cost if registered by November 17, 2025 at midnight
Registration Fee (Member): $150
Registration Fee (Non-Member): $180

Cost if registered after November 17, 2025 at midnight
Registration Fee (Member): $180
Registration Fee (Non-Member): $210

Registration is open until November 19, 2025 at 11:59 PM PST.

Cancellation and Refund Policy: 
Written 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.