1031 Exchanges Part One and Two
Central Valley Chapter In-Person Meeting

Date/Time:

Tuesday, July 23, 2024
Part One - Workshop - 1031 Exchanges Part 1: 2:00 PM to 5:30 PM
Part Two - Dinner Meeting - 1031 Exchanges Part 2: 6:15 PM to 8:15 PM

Location:

Dennys
4324 Salida Blvd
Salida, CA 95368

Topic: 

Part One: Workshop - 1031 Exchanges Part 1
This course will provide an overview of 1031 Exchange. It will discuss the 1031 guidelines, the benefits of participating in a 1031 Exchange, like-kind property, qualifying replacement property and what takes to successfully complete a tax deferred Exchange. Finally, we will dive into more complex 1031 issues including: Seller Financing, Partnerships, related party transactions and the reverse and improvement Exchange.

Part Two: Dinner Meeting - 1031 Exchanges Part 2
This course will be a continuation and provide an overview on how to fill out 1031 Exchange sample forms. There will be time for open Discussions, questions, and problems you may be discovering on your tax returns.

Presenters:

Part One: 1031 Exchanges Part 1
James Callejas from IPX 1031
James Callejas a San Francisco Native is Vice President of National Accounts with Investment Property Exchange Services Inc. James is responsible for business cultivation and development Nationwide. His 25 years of expertise in the 1031 Exchange industry has come in the form of structuring, coordinating, and procuring all types of exchanges, including: Delayed, Simultaneous, Reverse and Build-to-Suit Exchanges. James had conducted thousands of seminars on different topics related to real estate, tax, estate planning and personal property. He teaches Continuing Legal Education and Continuing Professional Education to Attorneys and CPAs. Additionally, James is often asked to speak at real estate forums for Commercial Brokers, Agents Wealth Managers, Principals, and other assorted real estate professionals. James currently resides in Walnut Creek and received his B.A. from the University of California at Berkeley.

Part Two: 1031 Exchanges Part 2
Sandra Stolich, EA
In the fall of 1992, I saw an H & R Block ad offering a tax school at the local office. During this brief 10-week course I was intrigued by this profession. Soon after, I purchased a client list from an office that was closing. At that time, all 20-30 returns were done by hand. On New Year’s Eve 1997, I submitted a resume to the H & R Block local office and was hired. This began an 8-year journey into computer generated tax returns and meeting fascinating clients along the way. In May of 2004, I open my private tax and bookkeeping practice and thoroughly enjoyed the world of self-employment. I passed the S.E.E. in 2005 and became an enrolled agent. Feeling the need to be a part of a larger family, in 2007, I discovered the Liberty Tax franchise system. In 2008, I became one of Liberty’s online basic California tax course and federal Rapid course trainers. Then in 2015, while still operating my two offices, I was hired as Corporate Tax School Coordinator for Liberty, handling all state tax education licensing and online instruction.

CPE Information:

Part One
4 Federal Law hours (Topics covering existing tax law)

IRS: 18QC1-T-01996-24-I
CTEC: 1000-CE-5445

Knowledge Level: Basic (No prior knowledge expected)

Part Two
1 Federal Law hour(s) (Topics covering existing tax law)
1 California hour(s) (Topics covering California law issues)

IRS: 18QC1-T-01997-24-I
CTEC: 1000-CE-5446

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Part One ONLY
Registration Fee (Member): $55
Registration Fee (Non-Member): $85

Part Two ONLY
Registration Fee (Member): $40
Registration Fee (Non-Member): $70

BOTH Parts
Registration Fee (Member): $70
Registration Fee (Non-Member): $100

Registration:

Please call the office staff of Karen De Vaney to reserve a spot as soon as possible at (209)524-4345.

Cancellation and Refund Policy:
Written cancellations will be accepted up to three (3) business days before the course begins for a full refund. Please email your request to [email protected]. No refunds will be given if cancellation notice is received later than three (3) business days before the course begins, or for no-show registrants.

This presentation has been designed to meet the requirements of the Return Preparer Office, the California State Board of Accountancy; and the California Tax Education Council including code 31 of Federal Regulations10.6 (g). This does not constitute an endorsement by these groups. A listing of additional requirements to renew tax preparer registration may be obtained by contacting CTEC at P.O. Box 2890, Sacramento, CA. 95812- 2890, or phone CTEC at (877) 850-2832, or on the Internet at www.ctec.org.