Description

- Updated Tax Bill in Congress to Change the Exchange and Other Areas?
- LLC members wanting to go their own ways?
- Related Parties Selling or Buying with each other?
- Converting Ownership from or to Partnership Interest.
- Exchanging a property to build an ADU?
- Seller Carry Back Financing.
- California Claw-Back – HOW DOES IT WORK?

Meet our speaker!   - Phil Atwan, Exchange Resources

Phil began his career in marketing and sales with a large title insurance company in 1982, transitioning to a 1031 Tax Deferred Exchange focus in 1998. Phil has been with the company from the very beginning, speaking to more investors about 1031 Tax Deferred Exchanges than probably anyone in the country. Phil is featured at more than 150 educational seminars per year, hosted by financial planning organizations, escrow associations, CPA/EA tax groups, bar associations, and real estate companies in the greater Los Angeles area and northward up through San Luis Obispo County. Industry-related professionals and real estate investors from New York to Seattle to Southern California call him to learn about the rules of code section 1031 and how to defer capital gains taxes. Phil enjoys and thrives on assisting and educating people about the 1031 Exchange. He speaks regularly at Board of Realtor continuing education functions, and has long served in various Board of Director capacities for the Escrow Associates of the San Gabriel Valley. Phil grew up in Pasadena, California, and now lives in Whittier where he and his wife enjoy their 3 children and 5 grandchildren.