A message about COVID-19
All of us at Banker Exchange are committed to keeping the health and safety of our clients, colleagues and families a top priority. Until further notice, we are postponing all events in our Education Series. We are closely monitoring organizations that provide guidance and look forward to scheduling new sessions soon. We are grateful for your confidence in the Banker Exchange team as we navigate these times together.
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
Lunch & Learn
Lunch & Learn
Lunch & Learn
Here's what's coming up
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.
The Top 10
IRC regulations for like-kind exchanges can get confusing quickly. Even if you know the basics, there are a few areas where errors are easily made. We will go over these common mistakes.
Ready to exchange....into what?
How to work within the restrictions of §1031 with a property that requires construction.
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.
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.
Documenting the Exchange
A comprehensive guide
Properly documenting a §1031 exchange is essential. We will present an overview of §1031 Exchange, focusing on unique/specific closing requirements and common misconceptions.
1031 Exchange vs. Opportunity Zones
A comprehensive comparison
Navigate the similarities and differences between a §1031 exchange and an Opportunity Zone investment. Both can provide great tax benefits to investors - our comparison will highlight how they can work together and review circumstances where one may offer a greater benefit.
For over 25 years Banker Exchange has served as a Qualified Intermediary, providing clients with full-service tax-deferred exchange services under Section 1031 of the Internal Revenue Code. Fully bonded and insured, Banker Exchange has handled thousands of transactions and deferred tens of millions of dollars in taxes for our clients. A successful exchange is our goal, and our greatest asset is our people. To learn more about us, check out the link below.