Simplifying Advanced 1031 Exchange Strategies to Avoid Pitfalls and Malpractice
1031 strategies have evolved over the years but the main purpose remains the same – to maximize the benefits from a real estate and tax perspective. Join this session with expert speaker Greg Lehrmann and learn the necessary requirements to qualify and perform a successful exchange as well as the role of a Qualified Intermediary (QI). Through this session, you will get to review the fundamentals of 1031 exchanges and explore more advanced 1031 exchange strategies, including the latest with tax reform.
Greg will help you to identify the opportunities for clients that they may not have seen before. You will learn to recognize more and more opportunities to serve clients. Greg will also share insights on why people do 1031s, and why 1031s are more popular than ever. He will also cover the implications of tax-related reforms on the real estate and construction landscape. You won’t need to ever explain what went wrong, by avoiding pitfalls in the first place, and learning to simplify the mysteries behind reverse and improvement exchanges. You will also learn why some U.S. representatives are attempting to take 1031s out of the tax code, and what you can do to stop it.
Throughout this session, you will review a number of elements, including:
Greg Lehrmann is an attorney who is Board Certified in Commercial Real Estate Law and Residential Real Estate Law by the Texas Board of Legal Specialization, and is part of the 2% of attorneys in Texas who are double-board certified. He has a B.B.A. with Honors in Accounting from The University of T...