Handouts


Handouts will be posted as they are received approximately 1 week prior to the event.

Note that some speakers have last minute updates to their handouts, so they may be posted during the event.

 
 

WEDNESDAY, SEPTEMBER 11, 2019

1031 Boot Camp (Part 1 / Part 2) – Hugh Pollard, CES® / Manual

Reverse Exchanges: The Basics and Beyond – Martin Edwards, JD, CES®


THURSDAY, SEPTEMBER 12, 2019

Economic Update – Ted Jones

A View from the Hill – David E. Franasiak

Related Party Exchanges – Risks and Opportunities – Bradley T. Borden

Cyber Fraud – How to Protect Your Business – Thomas Linehan and Suzanne Goldstein Baker, Esq., CES®

Four Hot Topics in Rapid Session

Annual Tax Update – Mary B. Foster, CES®


FRIDAY, SEPTEMBER 13, 2019

Difficult, Tricky and Downright Thorny 1031 Situations – Panel moderated by Jeffrey R. Peterson

Partnership Exchanges – Accommodating Divergent Interests – Michael J. Tuchman, J.D. CPA

Late Night with Ethics – An Irreverent Look at Ethical Issues Affecting Like-Kind Exchanges – David Gorenberg, JD, CES®

Breakout Sessions

The California Franchise Tax Board’s View of Section 1031 – Panel