Shared Equity Agreement
The purchase of an undivided interest in investment property with a third party, including a child or other family member, who will occupy the property as their principal residence (referred to as the “occupying-co-owner”) can qualify as replacement property under IRC Section 1031, and the investor-co-owner can receive rental income and depreciation benefits, provided the arrangement meets certain criteria in a written “shared equity financing agreement.”
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Wednesday, Febuary 16th
11:00 AM - 12:00 PM EST
CPE Credit Available
This one-hour intermediate/advanced webinar provides a concise and thorough overview of 1031 exchanges for accountants, CPAs, and tax advisors. This webinar covers critical time deadlines, like-kind requirements, fractional ownership, oil/gas/mineral rights, related party transactions, partnership/LLC scenarios, reverse and improvement exchanges, and how to avoid common pitfalls.
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Monday, March 21st
12:00 PM - 2:00 PM CT
CLE/CPE Available This two-hour course for commercial brokers provides a concise and thorough overview of IRC Section 1031 tax-deferred exchanges. This webinar tackles advanced issues such as partnership/LLC scenarios, creative property variations such as perpetual cellular easements (cell towers), fractional ownership, transferable development rights, reverse and improvement exchanges, how to avoid common pitfalls and related-party transactions.
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We Love Our Happy Customers
You just helped me obtain a new customer!
Looking forward to working with you on this one.
Thanks again! - Bill K., Texas
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1031 Basics: Top 1031 Exchange Pitfalls
Taxpayers should always review all aspects of any 1031 exchange with competent tax/legal advisors familiar with your specific transaction, objectives and the relevant facts. This article addresses some of the most frequent 1031 exchange mistakes and pitfalls.
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A Conference for Investors by Investors
Let’s make 2022 full of successful investing. Join us for one of the best real estate investor community events in Phoenix, AZ - March 10-12, 2022. Special DISCOUNT code by using "API" at checkout. We're looking forward to hanging out with you at REWBCON 2022!
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Call Us
Asset Preservation would appreciate the opportunity to work with you on your next 1031 exchange. Give us a call for a free consultation.
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Dino Champagne
VP/Division Manager
310.508.7367
dino@apiexchange.com |
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Asset Preservation, Inc., does not give tax or legal advice. The information contained herein should not be relied upon as a substitute for tax or legal advice obtained from a competent tax and/or legal advisor. You have received this email because you have subscribed to Asset Preservation, Inc. as . If you no longer wish to receive emails please unsubscribe. Asset Preservation, Inc. (API) is a qualified intermediary under the federal 1031 exchange regulations. API (and its officers, directors, and employees) cannot provide tax or legal advice to anyone. Any tax-related information or other communication received from a representative of API is not tax or legal advice and should not be relied upon in making any decision. We strongly urge you to involve your tax and/or legal advisor (or to seek such advice) in any real estate, tax or business-related transaction. You can also notify us by reply to this message, call us toll-free at 866.713.1031, email us at: e-newz@apiexchange-enewz.com or notify us in writing to: Asset Preservation, Inc., 1420 Rocky Ridge Drive, Suite 100, Roseville, CA 95661, Attn: Marketing Dept. © 2025 Stewart Information Services Corporation | All Rights Reserved | Privacy |
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