1031 Exchanges: Rules and Tools

Date: November 1, 2022
Time: 11:30 am - 1:30 pm
Location:  Show map
SAR Classroom
352 Lake Dillon Drive
PO Box 2397
Dillon, Colorado 80435
Contact: Mikel Traweek
Phone: 9704688700

1031 Exchanges: Rules and Tools | November 1, 2022 | 11:30 AM – 1:30 AM

2(CE)
2(SASE)

$Free for SAR Members

$20.00 for Non-SAR Members

Register on the SAR Dashboard, Non-Members email Mikel@sarsummit.com

Class Description:

Refresh your memory on the general rules for a successful 1031 tax-deferred exchange and then take a more in-depth look at unique issues, reverse exchanges, and build-to-suit exchanges. We will also cover current trends in the market and some potential impacts of tax reform.

Instructor:
Steve Chacon, CPA, CES®, CDEITM is the Mountain Region Manager for First American Exchange Company.

Licensed in the state of Colorado, Steve is a Certified Public Accountant and holds a Bachelor of Science degree in business administration with an accounting emphasis from the University of Colorado. Steve also holds the like-kind exchange industry’s Certified Exchange Specialist designation and is a Certified Distance Education Instructor.

Steve has earned a reputation for providing practical guidance as a financial statement auditor, tax advisor, entrepreneur, and educator on Section 1031 like-kind exchanges (LKEs). Passionate about the industry, Steve has spent the last 17 years focused on LKEs and enjoys creative and dynamic dialogue with clients, colleagues, and legislators on its incredible benefits.

Steve is a former president of the Federation of Exchange Accommodators (FEA). While president, he was part of the team that spearheaded efforts to preserve Section 1031. Those efforts resulted in a final draft of the “Tax Cuts and Jobs Act,” effective January 1, 2018, and that preserved Section 1031 like-kind exchanges for real property assets and the role of the Qualified Intermediary (QI) as exchange facilitator.

Vice President, Mountain Region Manager

First American Exchange Company

Sponsorship: Available!

Food and Registration will run from 11:00 AM to 11:45 AM. If you do not sign in by 11:45 AM, no credit will be given.