A Guide to IRC § 1031 Tax –Deferred Exchanges
By J. Michael Kirkland, Manhattan/Bronx Chapter President
The Manhattan/ Bronx Chapter held an evening CPE seminar in late October designed to impart the latest application of tax-deferred exchanges, including forward, reverse and improvement exchanges.
The course, called “A Guide to IRC § 1031 Tax-Deferred Exchanges,” also covered recent updates and tax court ruling that could impact your clients’ qualifications for tax-deferral treatment.
The speaker was Society member Matthew K. Scheriff, Executive Vice President of Legal 1031 Exchange Services Inc. Scheriff is an excellent speaker. He kept the presentation lively, and there were numerous questions. After the session, I received this comment; “The chapter should make the 1031 Exchange topic with Matthew as the presenter an annual event.” With the continued support of Luis Garcia, Vice President of the Citibank Commercial Banking Group, and Scheriff, the chapter plans to make this seminar an annual event to provide our members updated tax-guidance on exchange transactions.
The seminar was hosted by Citibank. The refreshments (sandwiches, salad, cookies, cakes, coffee and soft drinks) provided by Citibank were delicious and plentiful. Citibank also presented each attendee with a black portfolio case as a gift.
If you would like any of the handouts offered during the course or if you’d like more information on 1031 exchanges, please contact Scheriff at 877-628-1031 or Matt@legal1031.com, or Garcia at 516-296-5599 or luis.a.garcia@citi.com.
If you have any feedback on this program and/or suggestions for future CPE programs and/or social events, please contact me at J-michael.kirkland@db.com. If you were not able to attend, we look forward to seeing you at our future events.
Please visit the chapter Website for upcoming CPE programs and social events: http://www.nysscpa.org/leadership/listing.cfm?ID=1003&App=150. And bring a friend or work colleague to your next chapter event.
And last, but not least, the chapter and Board would like to wish you and your family season’s greetings and happy holidays!
| 
