1031 Exchange Essentials for Real Estate Brokers
Schedule
Thu, 20 Feb, 2025 at 11:00 am
UTC-08:00Location
3689 NW Munson St, Silverdale, WA, United States, Washington 98383 | Silverdale, WA
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1031 Exchange Essentials for Real Estate Brokers with Kyle Williams, Senior Vice President of Velocity 1031
3 CE Credits
When: Thursday, February 20th from 11:00am-2:00pm (with Lunch Included)
Where: The KCAR Office
Register here: https://kcar.memberclicks.net/1031-exchange
**This class is FREE to KCAR Members as a feature of your membership - make sure you are logged into your account to get member pricing.**
Discover the power of 1031 exchanges! In this course, you will learn how to harness this powerful tax deferral strategy to help investor clients grow their real estate portfolios and build wealth over time. From the basics of defining key terms, identifying property types and how to work with investors, to mastering strict timelines, and helping clients exchange into their dream home and estate planning – elevate your real estate expertise with this comprehensive CE course!
Kyle Williams is a Central Washington University graduate and has been involved in thousands of 1031 exchanges. His experience in working with brokers, CPA's, wealth managers, investors, and all other manner of real estate professionals—along with extended discussions with a few select legal, tax, and tech pros—has led Kyle to a state of the art solution for Exchangers. We hope you'll join us as Kyle guides us through the following class outline:
I. Intro to 1031s
A. Terms
B. Working with Investors
C. What a 1031 Exchange Looks Like
D. Like Kind vs Non-Like Kind Properties
E. Marketing for Brokers Using 1031s
II. Real Estate in Action
A. Exchanging Into Your Dream Home
B. The 121 Exclusion
C. Holding Period Requirements
D. Court Cases
III. Timeframes and Requirements
A. Identification and Closing in a 1031
B. Getting Listings Through Passive Real Estate Options
C. Estate Planning
D. 1031 Regulations
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Where is it happening?
3689 NW Munson St, Silverdale, WA, United States, Washington 98383Event Location & Nearby Stays:
