1031 Exchange Class in Denver, 4-hour CE Credits

Test yourself by answering these real estate questions, if you cannot answer 80% of these questions, please come join our class to learn more!

•What is the difference between IRS tax code section 121 vs. 1031? Who qualifies for a 1031 exchange?

•What types of investment property qualify for an exchange?

•Why do investors need to do an exchange? What are the tax implications?

•Can an investor still do an exchange after escrow has closed?

•What is the minimum holding period to be considered an investment property per IRS guidelines?

•What is net exchange value? What is the IRS formula to determine so?

•Do I (agent) need to disclose my client’s exchange representing the seller?

•Can I get sue by my seller (client) if I do not offer this option prior to the close of escrow?

•What is a Cash boot vs Mortgage boot in an exchange? Why should I care?

•What is the 45-day rule vs the 180-day rule? When do the 45 & 180-day rule start?

•How many ways to identify your replacement property?

•How should an agent handle earnest money deposit inside an exchange?

•Why is an asset allocation sheet necessary in a commercial sale inside a 1031 exchange?

•Is a related party transaction possible in a 1031 exchange?

•Should I dissolve my partnership before or after a 1031 exchange?

•Can I refinance my property in an exchange?

•What are the rules to convert an investment property to primary residence?

…. and much more!

Hosted by: AREAA Denver & The Financial Empowerment Committee

CLASS LOCATION: Fidelity National Title 4643 S Ulster St Ste 1150 Denver, CO 80237

Date & Time: March 11, 2025

Time: 10:00am to 2.30pm

Lunch: 12:00pm to 12.30pm

Please arrive 15 minutes early. Class begins promptly at 10:00 am

Course Title: Putting Together a 1031 Exchange

DORA course # 110701 / 4-hour CE credits

Lunch provided by: Goosehead Insurance

Speaker: Mr. Wai-Yew Lam – DORA instructor

Adelphi Retirement Exchange Inc

Host or Publisher Adelphi Retirement Exchange