Fundamentals of 1031 Exchanges WEBCAST

Tuesday, June 28 8:00am - 4:00pm PDT

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8.0 Credits

Member Price $299.00

Non-Member Price $399.00


Cover critical aspects, common problem areas and strategies for successful 1031 exchanges. Examine Form 8824 preparation, replacement property adjusted basis computations, advanced 1031 strategies and more. Study advanced 1031 exchange strategies such as reverse exchange, partners, TIC structures, and improvement exchanges (including “Bartell” parking arrangements). Bring questions and increase your expertise. Updated in 2018 for effects of 2017 tax reform act.


Statutory framework for 1031 exchanges. Business and investment property characterization. Deferred exchange rules and techniques. Exchange mathematics: boot, gain and basis. Reporting for failed exchanges (over two tax periods). Improvement, reverse and non-safe harbor exchanges. Partnership and TIC issues: IRC Sec. 761.


Basic knowledge of tax return preparation or familiarity with investment real estate planning, brokerage or operations.

Designed For

CPAs, attorneys, CFPs, enrolled agents, real estate and tax professionals.


Recognize how to prepare IRS Form 8824. Determine 1031 exchange mathematics, including napkin test, boot and adjusted basis. Identify conceptual issues in 1031 exchanges. Discover advanced concepts, such as improvement exchanges, reverse exchanges, non-safe harbor exchanges and drop-and-swap. Determine ethics and client counseling issues. Identify how to evaluate and counsel clients about risk.






Leader Bios

G. Scott Haislet

G. Scott Haislet, Esq. practices law in the areas of taxation, real estate, and 1031 exchanges. He is president of the Lafayette Exchange Corporation, qualified intermediary for 1031 exchanges. He is a California attorney, CPA, Certified Specialist in Taxation Law, California State Bar Board of Legal Specialization.

Mr. Haislet writes and lectures frequently about tax, real estate, finance and estate planning and legal issues, and has authored continuing education courses for real estate and tax professionals. He also speaks periodically on San Francisco radio regarding real estate (KNBR-680 AM). He is a member of the State Bar of California (Tax Section), the United States Tax Court Bar, the Contra Costa County Bar Association (past Tax Section Chairman), CalCPA and the AICPA. He chaired the CalCPA Education Foundation’s Real Estate Conference in 2004, 2005, and 2006.

Mr. Haislet holds degrees from The University of Michigan School of Business and from Taft University School of Law. He formerly practiced with Price Waterhouse, and was an investment executive with Merrill Lynch.

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Non-Member Price $399.00

Member Price $299.00