THE POWER OF STRATEGY™: Advanced 1031 Exchange

Date: March 2, 2022
Time: 11:00 am - 2:00 pm
Location:  Show map
SAR Classroom
352 Lake Dillon Drive
PO Box 2397
Dillon, Colorado 80435
Contact: Mikel Traweek
Phone: 9704688700

The Power of Strategy: 1031 | Wednesday, March 2, 2022 | 11:00 AM - 2:00 PM

3(CE)

3(SASE) 

 

*In celebration of the SAR 50th Anniversary, all Summit Area Specialist Classes are Free for SAR Members in 2022! (Yes, all year long!)

 

--> Register in advance on the SAR Dashboard

 

$15 for non-members, email mikel@sarsummit.com

COURSE CONTENT:

  • Current tax and investment environment
  • How to Calculate the Capital Gain on RE Investments
  • Planning strategies for investment property owners
  • Section 1031 and exceptions
  • LLC, partnerships, and exchanges entity issues and solutions
  • Vacation home issues and how to qualify for a 1031 tax deferral
  • Delaware Statutory Trusts and other replacement options
  • Related Party Rules and the last private letter rulings by the IRS
  • Identification and exchange period rules
  • Improvement and Reverse Exchanges
  • Real-life case studies and creative exchange solutions
  • Selecting a qualified intermediary and due diligence

INSTRUCTOR: Erin Crowley 

Erin Crowley is the Division Manager for Colorado / Wyoming with Asset Preservation, Inc. She is an expert in IRC Section 1031 tax deferred exchanges with a strong background in the real estate industry spanning over 25 years. Her background includes development, appraisal, brokerage, title and real estate technology sales. Erin has been involved in commercial and residential real estate in Vail, Denver, Boston and Wyoming. Ms. Crowley has extensive experience working with real estate investors and industry professionals. Her exchange presentations are very lively, practical, informative and feature many real-life exchange scenarios to illustrate a wide range of investment and tax strategies. She has earned numerous awards for achievement in sales and customer service. Erin is committed to quality customer care, as well as providing the most current information available with regard to §1031 and the exchange process. Ms. Crowley graduated from the University of Colorado, Boulder with a Bachelor of Science in Business Administration.