This class covers the core information needed for realtors, CPAs and attorneys to assist their clients in like-kind tax deferred exchange for investment properties.It, also, goes beyond the 1031 transaction to focus on the underlying strategies to help recognize opportunities to meet the needs of their clients. Attendees will learn a brief history along with terminology used in exchanges. How to determine what properties qualify, along with other fundamental components necessary for a successful exchange will be shared.
Agents who want to learn new tools to recognize opportunities and learn strategies to be better advisors to their clients will benefit from this presentation.
Meet Ryan Joyce
Ryan Joyce, CFP & CPA, is a partner and financial advisor at Per Stirling who has consulted on 1031 exchanges since 2004 and has developed a comprehensive 1031 process to maximize the tax savings and financial benefits of the 1031 for clients. Ryan's speaks regularly on 1031s focusing on the strategies of 1031s as well as the nuts and bolts of the transaction so agents can learn to recognize opportunities for their clients as well as providing tools they can use in their practice.
This webinar recording will show you how to:
- Recognize opportunities to incorporate 1031 exchange opportunities into your practice
- Learn about underlying strategies of 1031s that can provide solutions and support for their clients' goals.
- Understanding the nuts & bolts of a 1031 exchange transaction
Default Policy: Unless otherwise stated, RRC classes operate under the following cancellation policy: &
RRC, RRC States, and licensees reserve the right to cancel any scheduled course. If a course is
cancelled, registrants will be notified via email or phone and will be given a full refund. RRC, RRC States,
and licensees are not responsible for any expenses incurred by the registrant due to cancellation.
Class cancellations by a participant will be accepted until one week prior to the event. Cancellations will be
refunded minus a $25 administrative fee. No shows will be charged the full registration amount.