• 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

    2019

    June 26

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    Documenting Exchanges

     

    July 24

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    1031 Intro

     

    August 28

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    Vacation Homes

    FULL

     

    September 18

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    1031 Intro

     

    September 25

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    Common 1031 Misconceptions

     

    October 16

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    1031 Intro

    October 30

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    Documenting Exchanges

     

    November 20

    Noon-1pm

    Lunch & Learn

     

     

    TOPIC: 

    1031 Intro

     

  • Join Us

    Ready to Register? Let us know!

    Be sure to include the date of the session you plan to attend.

    Have a question?

    Send it our way and we will answer it when you're with us.

    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.

    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.

    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.

    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.

  • About Us

    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.