Due to Covid-19, in-person classes are not currently being offered. We are working on an online class program and we'll update this page once those classes are available. Please contact us with any questions.
The following 1031 courses and tax deferred investment classes are offered by 1031 Corporation Exchange Professionals, located in the State of Colorado. Classes, most of which provide Continuing Education credits to Colorado Realtors, are given to Real Estate, Financial and Legal Professionals as well as individual investors upon request. Please contact us if you would like further information or have questions about organizing a 1031 exchange class or investment seminar for your organization or group.
Introduction to 1031 Exchanges
This 1 hour class provides the basics of a 1031 Exchange, the definition of a "like-kind" exchange, investor motives and the delayed exchange process. We will cover the basic rules of a 1031 exchange and provide some background on 1031 Corporation and its affiliation with FirstBank. This class is offered as a one hour Continuing Education (1 CE) credit class.
Its intended audience is Realtors, Accountants, Attorneys, Lenders and Financial Advisors that desire a brief overview of IRC Section 1031 rules and the Delayed Exchange process.
Everything You Wanted to Know About 1031 Exchanges
Our most popular seminar format is this two hour Continuing Education (2 CE) credit class. In addition to providing the basic rules of IRC Section 1031, this class provides a basic understanding of the Reverse and Improvement Exchange process. We will also discuss the role of the Qualified Intermediary and investor motivations for a 1031 Exchange. This class will also highlight strategies involving the section 121 Primary Residence rules used in combination with a 1031 Exchange.
Its intended audience is Realtors, Accountants, Attorneys, Lenders and Financial Advisors that would like a good working knowledge of the most common 1031 exchange processes.
Advanced 1031 Exchange Strategies
This class provides a short overview of the basics of an exchange and quickly moves to more advanced 1031 exchange strategy and structure. It briefly covers the Delayed Exchange process and provides a quick review of the basic rules.
Time will be dedicated to the Reverse Exchange and Improvement Exchange process and the unique structure and financing considerations these exchanges create. Partnership issues, related party concerns and seller carry-back notes are also addressed.
Advanced exchange strategy involving personal residences and vacation properties as well as other exit strategy options such as upREITs and Tenant In Common (TIC) ownership will be addressed.
This class is intended for Realtors, Accountants, Attorneys, Lenders and Financial Advisors that have previously taken a course on 1031 exchange basics or have a general knowledge of 1031 exchange rules and processes and would like to further their knowledge of this beneficial tax strategy. This class is offered as a two hour Continuing Education (2 CE) credit class.
Tax Deferred Real Estate Investing
This 1 hour class provides the basics of a 1031 Exchange, the definition of a "like-kind" exchange, investor motives and the Delayed Exchange process. We will cover the basic rules of a 1031 Exchange.
This class will follow the outline of the class titled, Introduction to 1031 Exchanges and will focus on what an investor needs to know before entering into a 1031 Exchange.
This class is not offered as a Continuing Education Credit class.
Reverse and Improvement Exchanges
Reverse and Improvement Exchanges significantly expand the potential application of the tax benefits of Internal Revenue Code Section 1031 to allow the improvement of property with pre-tax dollars and the acquisition of property prior to the sale of relinquished property.
This two hour Continuing Education Credit (2 CE) credit class explains what these exchanges are, when they should and should not be considered, how to properly structure them - taking into account both tax and non-tax issues, and how to select and work with an accommodator.
It is intended for Real Estate Professionals, Financial and Legal Advisors as well as individual investors that would like an in-depth knowledge on this powerful exchange strategy.