• Education Series

    1031 Exchange can get very confusing, very quickly. Can you avoid paying capital gains taxes? If you purchase like-kind property, are the taxes on the transaction eligible to be deferred? The regulations are detailed and strict; the language is complicated; the terms can be daunting. But the reward is great.

     

    Banker Exchange, LLC has been a Qualified Intermediary (QI) for over 25 years. We've been earning trust, protecting assets and providing sound §1031 exchange advice for our clients; even in the most complex exchanges.

     

    Professionally, 1031 Exchange is a unique tool that can help you build long-lasting, loyal client relationships and maximize opportunities within your existing database.

     

    Our education series will help investors and professionals gain more knowledge and provide a forum to ask questions. Each session will offer a 30-45 minute presentation, followed by Q+A.

    Breakfast with Banker

    1031 Lunch & Learn

    Education Happy Hour

  • Schedule

    2018

    October 11

    8am-9am

    Breakfast with Banker Exchange

     

    TOPIC: 

    1031 Intro

     

    October 17

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    1031 Intro

    FULL

    October 23

    5pm-6:30pm

    1031 Happy Hour

     

     

    TOPIC: 

    1031 Intro

    FULL

    November 7

    Noon-1pm

    Lunch & Learn

     

    TOPIC: 

    Exchanging Vacation Homes

    FULL

    November 14

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    Construction Exchanges

    December 5

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 1031 Intro

     

    December 6

    8am-9am

    Breakfast with Banker Exchange

     

    TOPIC: 1031 Intro

     

  • Join Us

    Ready to Register? Let us know!

    Have a question?

    Send it our way and we will answer it during the session you attend.

    Don't be afraid to reach out. You + us = awesome.

    Banker Exchange, LLC
    777 Lowndes Hill Road
    Bldg 3 - Ste 110
    Greenville, SC 29607
    800-431-2834 I 864-271-1449
  • Topics

    Here's what's coming up

    1031 Intro

    Get an overview of 1031 Exchange, perfect as a refresher or for new professionals.

    Section 1031 of the Internal Revenue Code allows for the deferral of capital gains taxes under certain circumstances. 1031 Intro is a great way to get the basics.

    Construction Exchanges

    Ready to exchange....into what?

    How to work within the restrictions of §1031 with a property that requires construction.

    Ownership Structures

    Planning is essential

    Investing in real estate with a partner or group can get complicated. What's the best structure for ownership? We will go over the pros and cons of several multi-owner structures, taking into account the specific goals of investors.

    Vacation/Second Homes

    How it can qualify for exchange 

    In general, vacation and second homes do not qualify for exchange. However, under certain conditions it is possible. Learn more about qualifying these properties to be exchanged.