The Power of Strategy – 1031 Exchanges

$39
3.0 CE
May 2, 2018
Registration 8:30am
Class 9:00am-12:00pm

Instructor: Annamarie Kooning, Northwest Division Manager, Asset Preservation, Inc.
Sponsored by TCAR Professional Development Partner: Old Republic Home Protection

There has been a surge of 1031 activity across the
country. Know the options available and profit!
• Learn 6 ways to increase your commissions
• Understand the trends affecting investors with highly appreciated properties in 2017
• Determine your role as a Broker/Agent in the 1031 exchange process
• Know the 4 levels of capital gain taxations.
• Full Deferral vs Partial Deferral: Agents make money both ways
• Properties Held for Sale vs Held for Investment: What’s the difference?
• Split treatment Exchanges
• Strategize with your clients for properties that have: ADUs, Airbnb/VRBO/Vacasa, or run a Biz out of their residences
• Vacation Homes: Turns into a second home?
• Entity issues: Can delay your sale
• Intent: Why all the fuss
• Like-Kind & Holding Period Issues
• Sec 1031 is an equal opportunity tax
• Identification Rules: Caution
• Vineyard Exchanges: Land,-vines-irrigation-tractors =multiple exchange opportunities