Dive & Thrive Commercial: Practical Strategies for 1031 Exchanges in the Changing Market

Description

• Delayed 1031 – Tax Deferred Exchanges
• Reverse 1031 - Tax Deferred Exchanges
• Strategies and plan with tax deferred exchanges to help create new business
• Common misunderstandings when Identifying and considering the price of the new replacement property
• What will qualify as an Investment property whether selling or purchasing
• Title Issues: LLC, S or C Corps, Tenants in Common, and Family or Related Party Members
• What might get the owner to sell after 10-15 years of ownership
  
  

Speaker: Phil Atwan, Asset Exchange Company

Meet our speaker!

Phillip Atwan is now in his 27^th year in the Tax Deferred Exchange business.

Phil educates more Tax Professionals, Attorneys, Real Estate, and Escrow Professionals regarding 1031 Tax Deferred Exchange tax code more than nearly anyone in the country. 

Phil is featured at approximately 120 - 150 education seminars per year, through Los Angels, Orange, up to San Luis Obispo counties. 

His reach extends across the nation; 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 gain taxes.  Helping and Educating people is work Phil greatly enjoys – and thrives on.  In addition, Phil has long served in various Board of Director and official capacities for the Escrow Associates of the San Gabriel Valley.

Phil began his career in 1982 in marketing and sales with a large title insurance company and transitioned in a 1031 Tax Deferred Exchange focus in 1998.  He grew up in Pasadena, CA, and now lives with in Whittier, where he and his wife enjoy their children and 6 grandchildren!