Complimentary NJ & NY Accredited CLE Class
April 28, 2020 @ 8:30 am - 10:30 amFree
Representing an IRC 1031 Exchange Client
I.R.C. §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains tax normally due upon the sale of their property. This complimentary course will provide tax and legal advisors with the knowledge needed to effectively represent the needs of their clients who are contemplating an exchange.
The seminar will cover:
• The qualifications and requirements for an exchange
• Preparation of the sales contract, settlement statement and other closing procedures
• Replacement Property options- DSTs and Triple Net Lease properties
• Investor strategies – retirement and estate planning tools
• Recent tax court cases, private letter rulings and legislation
Class presentations and written materials are comprehensive and targeted to attorneys who may represent property owners, builders, developers, lenders, and other parties who may be involved in a tax deferred exchange. Whether you are new to 1031 exchanges or consider yourself well versed this course covers a wide range of 1031 topics in an easy to learn format.
Date: Tuesday, April 28th, 2020
Time: 8:30 am Registration, 9 am Course
Cost: Complimentary – Breakfast Included
Location: 250 Pehle Avenue, Saddlebrook, NJ 07663, C-Level Main Conference Room
Instructors: James T. Walther, Esq., LL.M. in Taxation and David J. Feeser, Esq.
Earn: 1.5 NJ/NY CLE Credits (Attorneys)
The Supreme Court of New Jersey Board on Continuing Education has approved Legal 1031 Exchange Services, LLC, NJ CLE Provider #620, to offer this course for 1.5 credits of New Jersey CLE.
“This program has been approved by the Board on Continuing Legal Education of the Supreme Court of New Jersey for 1.5 hours of total CLE credit. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law and/or matrimonial law.” BCLE Reg. 302:10. This course does not qualify for credit towards any of the nine new admit areas of practice.
This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for 1.5 Credits in Professional Practice and is appropriate for both newly admitted and experienced attorneys (transitional and non-transitional).