NARPM Sarasota – Working with Investors: Understanding 1031 Exchanges and Self directed IRA’s Basics

Date/Time
Date(s) - Jul 21, 2016
11:00 am - 2:00 pm

Location
The Ranch Grill

Categories

• Sarasota Bradenton Chapter Meetings

1031 Exchanges:

Investment in Real Estate has seen its ups and downs over the last decade. Savvy Investors are taking advantage of the tax strategies available. Investors and real estate industry professionals need to understand how to utilize a 1031 Exchange.

Attendees will learn the ins and outs of 1031 Exchanges. They will learn intermediate terminology and the practical skills concerning exchanging under IRC §1031.

In addition, attendees will learn what types of real estate qualify, who can be a qualified intermediary, logistics of an exchange, and timing rules.

Self Directed IRAs

Recent reports state that there are currently $6.8 trillion in investments in IRAs, but only about 5 percent of those
funds are self-directed. Real estate professionals who understand how self-directed IRAs work have the opportunity to cultivate an
entirely new client base in retirement plan owners and can potentially tap into the large percentage of IRA funds
that are not yet self-directed.

In this section, the following will be covered:
• The different kinds of accounts that can be self-directed
• Types of real estate and other assets permissible in self-directed plans
• Rules that govern real estate in IRAs
• The responsibilities of Midland IRA, as well as the roles clients and real estate professionals play in these transaction

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ABOUT THERESA KNOWER

Theresa Knower started with Midland IRA and 1031 in January 2016 working in the 1031 exchange department. In October 2009 Theresa earned her CES Certified Exchange Specialist designation. One of only 2 individuals in southwest Florida to hold this designation. In December of 2012 Theresa earned her CISP Certified IRA Service Professional. She has since become the Senior Vice President of the company, and over the last 10 years she has been working one on one with investors on a variety of transactions involving either 1031 exchanges or purchasing real estate with an IRA.

 

 

 

 

 

 

WHEN:
Thursday, July 21, 2016

TIME:
Networking: 11am – Noon
Lunch and Speaker: Noon – 2pm

LOCATION:
The Ranch Grill
14475 FL-70
Bradenton, FL 34202

COST:
NARPM Members: $20
Affiliates: $20
Non-Members: $40

REGISTRATION DEADLINE:
Wednesday, July 20, 2016

Online Pre-Registration Required!
Register Now!

We can no longer accept payments at the door.

We hope to see you there!

CONTACT:
Andy Moore
NARPM Sarasota/Bradenton Chapter President
andy@choosegulfcoast.com
(941) 447 4091

THANKS TO OUR MEETING SPONSORS