Understanding the 1031 Tax Deferred Exchange

Program Overview

August 11, 2025 | 6:00 pm - 8:00 pm| Webinar


Hosted by San Fernando Valley 

Speaker 
Phil Atwan

Description

Understanding the 1031 Tax Deferred Exchange from an IRS / FTB point of view.

The different kinds of Exchanges: Simultaneous, Delayed, Reverse, Hybrid and Built to Suite / with Capital Improvements.

Learning Objectives 

1. Learn about seller Carry Back Loans.
2. How to combine the 121 and the 1031 – How the IRS will allow for it.
3. Understand the Housing and Economic Recovery Act of 2008; in regards to converting the property use.
4. How to convert an Exchanged property into a Primary Residence.
5. Learn Ownership Exchange issues within; LLC’s, Trust, Partnerships, Corporations, How they work within the 1031.

Learning Level   Intermediate

Prerequisites & Advance  Preparation      None

Continuing Education

IRS: 2 hours Federal Tax Topics   |   CTEC:  2 hours Federal Tax Topics    |   CA Bar:  1.75 hours Taxation Law | CPA CA:  2 hours Taxes (Self-Reporting)

  Pricing

Member: $24.95    |   Non-Member: $49.95

Webinar Details

After registering, everything you need for attending this webinar will be found in Your Learning Center.
No - Video recording available for this event.

Cancellation, Refund, and Webinar Attendance Policies

Please contact the host chapter at sanfernando@csea.org for refund/cancellation policies related to this event.   CSEA and its local Chapters are committed to providing a professional, friendly, safe, and welcoming experience for all participants during each webinar. Please see the webinar policies that have been established to support a clear understanding of the roles and responsibilities of all parties.

When
8/11/2025 6:00 PM - 8:00 PM

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