june, 2018

20jun12:00 pm2:00 pmEvent OverNEW Session 12-2pm - 1031 Exchanges in 2018, Tax Reform and More - NYC, 6/20/18PLEASE NOTE: The 8:30-10:30am class is full, so we added this afternoon session 12-2pm.

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(Wednesday) 12:00 pm - 2:00 pm EST


Newmark Knight Frank New York Headquarters

125 Park Avenue New York, NY 10017

Event Details

The 8:30-10:30am class is full, so we added an afternoon session – 12-2pm. I hope you will join us!


An informative presentation for investors, attorneys, CPAs, real estate agents and other real estate professionals covering 1031 exchange requirements from a real-life perspective:

  • Capital Gain Rates: 2017 vs 2018
  • Tax Reform and Section 1031
  • Hold for Investment vs. Primarily For Resale
  • Identification: Options and Best Strategies
  • What is Boot and How to Avoid
  • Entity Issues and Pitfalls for Partnerships, LLC, and Corporations
  • Cashing out: Before or After an Exchange
  • Special Structuring Tools: Seller Financing, PINs, Partial Exchanges
  • Basis Carryover Rules
  • Reverse and Improvement Exchange Benefits
  • Recent Developments
  • QI Financial backing, expertise, and experience
  • Replacement property alternatives: Delaware Statutory Trusts (DST) and the potential benefits of DST ownership.

11:30 a.m. – 12:00 p.m. — Registration
12:00 p.m. – 2:00 p.m. — Course

Pamela Michaels, Esq.

Sr. Vice President
Asset Preservation, Inc.

Financial Advisor
Nationwide Planning Associates, Inc.

COST: Complimentary – Lunch Included 

2 NY/2.4 NJ CLE Credits (Attorneys)
2 NY/2 NJ CPE Credits (CPAs)
2 NY/2 NJ CE Credits (Real Estate Professionals)

*NYS CLE for Attorneys – The Power of Strategy™ – (transitional and non-transitional)
NJ CLE for Attorneys – The Power of Strategy™ course #6
NYS CPE for CPAs – The Power of Exchange™ sponsor #002204
NJ CPE for CPAs – Asset Preservation, Inc. sponsor #20CE00239500
NYS CE for Real Estate Brokers – The Power of Strategy™ course #M12644
NJ CE for Real Estate Brokers – The Power of Strategy™ course #20201308
This content of this course is appropriate for both newly admitted and experienced attorneys. Stewart Title Insurance Company has been certified by the New York State Continuing Legal Education Board as an Accredited Provider of continuing legal education in the State of New York.
You must attend 100% of the course to be eligible for 2 NY CLE, 2.4 NJ CLE, 2 CPE or 2 NY CE credits. Certificates will be issued upon completion of class and execution of sign-in. (Per New York CLE rules-If an attorney has taken this class previously and received CLE credit for it, they are NOT eligible to receive credit again for the class.)
Representatives are registered through, and securities are sold through Nationwide Planning Associates, Inc., Member FINRA/SIPC, located at 115 West Century Road, Suite 360, Paramus, NJ 07652. Investment advisory services are offered through NPA Asset Management, LLC. Testimonials may not be representative of the experience of other attendees, and a testimonial is no guarantee of future performance or success.  Nationwide Planning Associates, Inc. and Asset Preservation, Inc. are non-affiliated entities.