Planning for Investment Real Estate Tax Savings

About this Event

Featured Speaker: Patricia A. Flowers, Vice President, Certified Exchange

Specialist® Investment Property Exchange Services, Inc. (IPX1031) Patricia Flowers is Vice President with Investment Property Exchange Services, Inc. (IPX1031®), the largest and most secure Qualified Intermediary (QI) in the nation. In her role she guides investors and their advisors through the strategy, structure and administration of 1031 Tax Deferred Exchanges.

Patricia will cover basic and advanced Exchange topics which include:

• Investment Property: What is Like Kind & How to Qualify

• Dollar Value Planning: Partial Exchanges, Reinvesting Proceeds, Excess Cash

• Protection of Exchange Funds: Daily actions to be taken against Cyber Fraud.

• FIRPTA: Impact on Foreign Investors and How they can Exchange

• Strategies in a Busy Market: Offers, Agreements and Reverse Exchanges