Monday, April 13, 2009

1031 Exchange Classes and Continuing Education

1031 Corporation Exchange Professionals provides continuing education classes for Realtors, CPAs and Attorneys. We work with broker offices, title companies and real estate, accounting and legal trade associations to provide Continuing Education credit for 1031 exchange classes in Colorado (and very soon, Arizona and California). In conjunction with a couple self-directed IRA providers, we also provide a broader, tax deferred real estate investing class.

While many states now have a prescribed minimum requirements list that includes ethics and other "core" classes, a class involving 1031 exchange options, rules and procedures is a great way to add an interesting twist to your class offerings. It allows participants to hear something about a topic with which they may not be as familiar. It attracts agents, business associates or investor clients that might not normally attend a class offering and gives something of value to the agency or firm sponsors the course.

Carol Croft, Larry Jensen and I combine to offer our expertise and real life experiences to provide valuable insights into new strategies to defer capital gains. Carol has over fourteen years experience and she is a Certified Exchange Specialist. She's performed thousands of exchanges on behalf of our clients and has a number of real life examples that provide practical knowledge about how one goes about completing an exchange. Larry, as a Certified Public Accountant, is extremely knowledgeable about the technical and legal basis for many exchange strategies and concepts. While he is a former accounting firm partner and has more than 30 years accounting experience, he provides much more than a dry scholarly approach. Pretty interesting stories too...oh....me? I am just a former banker of seventeen years that really likes mixing real estate, financial concepts and saving money on taxes! All three of us love thinking "outside the box" and coming up with possible solutions to the most complex of 1031 exchange scenearios.

Our most popular class, a course titled Everything Your Ever Wanted to Know About 1031 Exchanges (I know, pretty lofty title, LOL) provides the basics of a like kind exchange in a format that allows interaction - all while informing in a very easy to follow, two hour format. We typically even work with a sponsor that partners by providing the facility or perhaps lunch. No better way to bring in a crowd than with free food! In these economic times, inexpensive, one-on-one marketing opportunities are effective. They provide the ability to converse face-to-face with those individuals that are actively positioning themselves to benefit during the next recovery cycle.

If you have questions about 1031 exchange classes or partnering with 1031 Corporation Exchange Professionals on education opportunities, please call us toll free at 1-888-367-1031.

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