How 1031 Exchanges Help Preserve Your Equity & Increase Your Wealth in the RE Market - Portland Area ROA

  • Wednesday, May 30, 2018
  • 5:00 PM - 9:00 PM
  • CCC Harmony Campus, 7738 SE Harmony Rd., North Clackamas, OR 97222


PAROA Monthly Seminar

May Topic: 1031 Exchange

Where? Room H230

Who?  Annemarie Kooning,  Asset Preservation Inc.

Understand the trends affecting investors with highly appreciated properties in 2018

What is a IRC § 1031 Exchange?

The benefits & limitations of § 1031

Know the 4 levels of capital gain taxation

Full Deferral vs Partial Deferral

Held for Investments vs Held for Sale: what’s the difference?

Who is the taxpayer: entities issues (LLCs, partner-ships, trusts etc.)

Like kind property: What qualifies and what does not qualify

Intent: why all the fuss?

Holding Issues & Like Kind

Common slip ups: Seller Financing, paying Buyers Closing Costs, impact of Boot , and Related Parties

Tired of managing: Alternative Replacement proper-ties

Live and rent on the same property? How it works with a §1031 exchange

QI due diligence


5:00 pm- 5:30 pm- Check-in/Networking

5:30 pm - 6:00 pm- Dinner & Ask the Board

6:00 pm- 9:00 pm- Seminar


Dinner is included with registration fee.

Payments must be made by Pay Pal, or by check. The check must be received 1 week before scheduled event. Seminars with less than 5 people registered will be cancelled. Registration closes 1 week prior to event.

Seminars have a 1 week cancellation policy.

Registration is $70 for members and $95 for non-members.

Each full paying PAROA member can bring one guest from their bundle (limit 1) that will share all resources for $50. 




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Phone: 503-364-5468 

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