Do you have the skills necessary to carry out a successful 1031 exchange? This insightful course will guide you through the detailed and strict process basics and legal principles, from the initial requirements and mechanics to reverse exchanges and tenant-in-common transactions. Don't miss this chance to help your clients take advantage of the tax benefits associated with these exchanges - register today!
Discuss when a 1031 exchange should be considered.
Understand the requirements for setting up a 1031 exchange.
Learn how to properly file and report taxes associated with the exchange.
Review problems and examples with 1031 exchanges.
Identify issues with reverse exchanges.
Examine partnership and tenant-in-common transactions.
Dal Houston is a managing member with Benson & Houston PLLC, in Alva, Oklahoma, where he practices in the areas of like-kind exchanges, estate planning, real estate transactions, and oil and gas. He is a member of the Oklahoma Bar Association. Mr. Houston speaks at numerous continuing legal education programs on like-kind exchanges, business entities, and estate planning. He earned his B.S. degree from Oklahoma State University and his J.D. degree from University of Oklahoma College of Law.
Mark D Kimball is the founding shareholder of MDK Law, a firm emphasizing corporate, commercial, and property law and consulting in matters involving federal and international taxation. Mr. Kimball is admitted to practice in Washington, New York and Texas. He is an adjunct professor of law at Eotvos Lorand and Masaryk universities in Europe and has served as a law school guest lecturer at Seattle University School of Law. Mr. Kimball is also engaged as an expert witness in superior court cases involving limited liability companies and governance and other member issues. He earned his J.D. degree and LL.M. (taxation) degree from the University of Washington School of Law and also holds an LL.M. degree in transnational commercial practice from Europe.
Joseph C Mandarino is an attorney with the law firm of Smith, Gambrell & Russell, LLP. His practice focuses primarily on tax and financial planning. Mr. Mandarino writes and speaks on areas of business, tax and finance topics. He has published over 100 articles in journals and in-house newsletters, and has participated in over 200 presentations and seminars. His articles have appeared in the National Law Journal, Mergers & Acquisitions magazine, Tax Notes Today, the Journal of Real Estate Taxation, the Journal of S Corporation Taxation, the Journal of Multistate Taxation, the Tax & Finance Newsletter and the NYU Institute on Federal Taxation. In addition, Mr. Mandarino has spoken at meetings and seminars organized by numerous organizations, including the American Bar Association, the White House Conference on Small Businesses, the U.S. Small Business Administration, the Georgia Electronic Commerce Association, the Federation of Exchange Accommodators, the International Reinsurance Conference, the Service Corps of Retired Executives, and the United Way, as well as several panel-type TV discussion programs. He earned his B.A. degree from the University of Toronto; his J.D. degree, cum laude, from Loyola University School of Law; and his LL.M. degree from New York University School of Law.
Michael C Walch is a shareholder with Kirton McConkie PC, where his main areas of practice are corporate, partnership and personal taxation, business organization and transactions, non profit organizations, estate planning and asset protection, real estate, and Indian law. He is a frequent speaker both nationally and at the state level on Indian tax law topics. Mr. Walch's practice focuses primarily on tax and business matters, transaction planning for corporations, partnerships, limited liability companies and individuals, both domestic and international, including preparation of tax returns. He has expertise in representation in federal and state tax controversies and appeals. Mr. Walch also advises business principals on executive compensation packages, tax-free exchanges, reduction in liability, protection of assets, and non-profit activities. He represents both purchasers and sellers of ongoing businesses in mergers and acquisitions utilizing corporate and tax strategies, negotiating financing, and preparation of transactional documents. Mr. Walch has successfully negotiated over 200 commercial leases, obtained necessary zoning permits and represented purchasers of investment properties utilizing real estate tax planning strategies. He is a member of the Oregon State Bar, State Bar of Michigan and Utah State Bar. Mr. Walch is admitted to practice before the U.S. District Court of Oregon, the U.S. District Court of the Eastern District of Michigan, and the U.S. District Court of Utah. He also is admitted to the U.S. Tax Court, U.S. 9th Circuit, and he is a licensed public accountant in Oregon. Mr. Walch earned his B.S. degree, highest honors and magna cum laude, from Brigham Young University and his J.D. degree from Stanford University.
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