Next Meeting – 1031 Tax Deferred Exchanges – 8/25/11
Main Speaker:
Andy Gustafson
Certified Exchange Specialist®
Atlas 1031 Exchange is a qualified intermediary of simple and complex 1031 exchanges. Since 2003, the Certified Exchange Specialist on staff has taught continuing education classes for Realtors, CPAs, Attorneys and Title companies and accommodated nearly 500 exchanges. Based in Zionsville, Indiana, Atlas 1031 accommodates exchanges for corporate and individual investors. “What Investors Should Know About 1031 Tax Deferred Exchanges”
1. What is a 1031 exchange
2. What are the benefits of a 1031 exchange
3. What are the four primary exchange rules
4. Discuss intent and supporting facts
5. What are the tax implications
6. How to determine capital gains
7. What is and is not eligible for 1031 consideration
8. Forward and Reverse Exchange Strategies
August’s meeting will be at the Elk’s Lodge #235, 3535 E. McKinley Avenue, South Bend, IN 46615. The meeting starts promptly at 6:30pm.
Mini-Speaker:
Vendor: Key Bank
Door Prize:
Thank you to last month’s door prize contributor:
September’s Meeting: Meet the Candidates
Comments are closed.