“Advanced 1031Exchange Issues & Proactive Problem Solving” and “Risk Management 101 – Property Coverage and Claims Issues”
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S.E.C. Education Foundation proudly presents:
“Advanced 1031Exchange Issues & Proactive Problem Solving”
and
“Risk Management 101 – Property Coverage and Claims Issues”
Columbus, Ohio
June 3, 2012, 9:00 a.m. to 3:00 p.m.
www.secedfoundation.com
“Advanced 1031Exchange Issues & Proactive Problem Solving” presented by William L. Exeter
William L. Exeter is the President and Chief Executive Officer for Exeter 1031 Exchange Services, LLC, Exeter Fiduciary Services, LLC, Exeter IRA Services, LLC & their affiliate companies. Mr. Exeter is based in the company’s national headquarters office located in San Diego, California.
9:00 a.m. – Noon & 1:00 p.m. – 2:00 p.m.
Approved for 4 hours CE Credit in Ohio
Topics Include:
• Tax Deferred & Tax Exclusion Strategies
• Section 1033 – Involuntary Conversion
• Eminent Domain – Condemnation
• Tax Deferred Conversion into REIT
• Section 121 – Tax Free Exclusion on Primary Home
• Section 453 – Installment Sale Treatment
• Failed Exchanges
• Zero Equity Exchange – Uses & Structure
• Utilizing Reverse Exchanges
• Safe Harbor vs. Non-Safe Harbor
• Lender Issues
• Buying Installment Notes as Replacement Property
• Entity Issues & Structures
• Foreign Property 1031 Exchanges
• Recent Rulings & Decisions
• Ownership Issues
• Related Party Issues
• State Law Requirements
“Risk Management 101 – Property Coverage and Claims Issues,” presented by Rich Michelson.
Richard Michelson, CIC, CRM
Certified Risk Manager
Licensed Insurance Consultant
Certified Insurance Counselor
Licensed Property & Casualty Insurance Consultant
Owner of RISCO, Inc. – Risk & Insurance Services Company
2:00 p.m. – 3:00 p.m.
Topics Include:
• Property coverage form review
• Exposure review
• Claims pitfalls
• How to Handle Claims Disputes
Hotel & Travel Information
Westin Columbus
310 S. High Street
Columbus, OH 43215
The special room rate for meeting attendees is $129.00 single or double. Contact the hotel at (614) 228-3800 or (800) WESTIN1 to make your reservations. Make your hotel reservations early; we have a limited number of rooms available. The cut off day for reservations is May 11, 2012. Parking for meeting attendees is $6 per day or $20 overnight. Airport shuttles are approximately $17 each way and cabs are $23 to $28 each way.
Visit www.westincolumbus.com to learn about the hotel, and visit www.experiencecolumbus.com to learn about Columbus.
COST: S.E.C. Meeting Attendees $65.00
(Includes Continental Breakfast & Course Materials)
Education Only: You must register online!
Visit www.secounselors.com and click the Education Only menu tab to register for “Advanced 1031Exchange Issues & Proactive Problem Solving” and “Risk Management 101.” You may pay for the course online with your credit card or by mailing your check in advance to the S.E.C. Office address below.
Meeting Attendees: Online Registration
Visit www.secounselors.com and register for “Advanced 1031Exchange Issues & Proactive Problem Solving” and “Risk Management 101” when you register for the marketing session, or you can add the course after you have registered for the meeting.
