1031 Exchanges
San Gabriel Valley Chapter In-Person Meeting

Date/Time:

Wednesday, July 10, 2024
5:00 to 8:00 PM

Location:

Polly's Pies Restaurant
Left Dining Area
1322 W. Beverly Blvd
Montebello, CA 90640
General Parking Available

Topic: 

This course covers like-kind exchanges, requirements for nonrecognition treatment, receipt of boot, basis and holding period in the replacement property, depreciation rules in year of exchange, and reporting requirements. The discussion will include the tax preparer's role vs the qualified intermediary role, trouble shooting for clients who run afoul of the 1031 regs, and related audit issues, We'll also review challenges and compliance exposure for tax preparers related to tax deferred exchanges.

Presenter:

Jane Ryder EA CPA
Jane Ryder, EA, CPA writes and speaks nationwide on many tax and accounting topics. She is the owner of Brass Tax Ryder Professional Group, Inc., a full-service tax and accounting firm, providing tax, accounting, representation, and tax collection services since 1980.

CPE Information:

2 Federal Law hour(s) (Topics covering existing tax law)

IRS: 18QC1-T-01989-24-I
CTEC: 1000-CE-5438

Knowledge Level: Basic (No prior knowledge expected)

Cost:

Registration Fee (Member): $45
Registration Fee (Non-Member): $75

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.