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YOU'RE INVITED !

 

1031 Strategies in 2023

 

Presented by: Pamela A. Michaels, Esq., Asset Preservation, Inc., and

Roy V. Pfleger II, President & Financial Consultant, RVP II Consulting

 

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MARK IT ON THE CALENDAR

 

November 8, 2023

 

Sponsored by: Cantor Fitzgerald

 
 

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

 
 

WHERE
Hilton Hotel
598 Broad Hollow Rd, Melville, NY

 
 

COST
FREE - Open to the public
(complimentary lunch included)

 
 

EARN*
2 NY CE Credits (Real Estate Professionals)
2 NY CLE Credits (Attorneys)

 
 
 
 
 
 
RSVP required.
Email your name & phone number to pamela@apiexchange.com
 
 
 
 
 

Presented By

 
 
 
 
 
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Roy V. Pfleger II

 
 

President & Financial Consultant
RVP II Consulting

 
 
 
Pamela Michaels
 

Pamela A. Michaels, Esq.

 
 

Senior Vice President

Asset Preservation, Inc.

 
 
 

 
 

HIGHLIGHTS

 
 
 

2023 Fourth Quarter §1031 developments summarized. Basic to advanced topics will be covered. Learn how to maximize the benefits of §1031 exchanges in 2023 and structure beneficial §1031 exchanges. Learn how to avoid the most common §1031 pitfalls understand the related party rules, the impact of seller financing and partial exchanges, split treatment transactions, what are exchange expenses and “boot” and special tools for partnerships. Explore the options provided by reverse and improvement exchanges with illustrations of each structure. What is qualifying real property will be highlighted with a feature presentation on Delaware Statutory Trusts by Roy V. Pfleger II, President & Financial Consultant, RVP II Consulting. See Disclosures below**.

 
 
 
 
 

Your 1031 Exchange Resource

 
 
 
 
 
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Pamela Michaels, Esq.

 

SVP/Northeast Division Manager

 

Asset Preservation, Inc.
One Grand Central
60 East 42nd St, Ste 1260
New York, New York 10065
866-317-1031
pamela@apiexchange.com

 
 
 
 
 
 

Additional Information

 
 

* There is no charge for these webinars. ALL ARE OPEN TO THE PUBLIC.

If NY CLE is noted as available, these programs are transitional and appropriate for both NY Newly Admitted and Experienced Attorneys for a maximum of 1 or 2 CLE hours as noted. 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. If Ethics Credit is noted as available, the program has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for a maximum of 1 ETHICS credit hour.

Regulations and Guidelines of the NY and NJ CLE, CPE and CE Boards provide that Credit shall be awarded only for attendance at an entire course or program, or for attendance at an entire session of a course or program. No credit shall be awarded for attending a portion of a course or a portion of a session. Issuance of certificates will be subject to completion of the program and any required sign in form/evaluation. (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.


**Securities offered through DAI Securities, LLC, member FINRA/SIPC. Advisory services offered through DAI Wealth, Inc.., an SEC Registered Investment Adviser. DAI Securities, LLC and DAI Wealth, Inc. are separate, but affiliated, entities.

 
 
 
 
 
 
testimonials
 
What Our Clients Say ?
 
 
 
 
 

Very impressed with Ms. Michaels’ thorough knowledge of subject matter.

Thank you so much for coming and speaking to us regarding the 1031 Exchange program. Everyone has been raving about it and I think all of us learned so much from you.

Very knowledgeable, this class should be taught more often!

Great Class!

Your seminar was truly outstanding...one of the best I have taken in a very long time...thank you for all of the informative information.

The presenter did a great job of condensing complicated material into a concise and dynamic presentation.

The instructor's depth of knowledge and skills in communication made this a session that is far above any I've seen.

Pamela Michaels is the best in the business.

Speaker was amazing!

Excellent presentation on a complicated topic.

 
 
 
 
 
 
 

WANT TO KNOW MORE?

 

Find out how Asset Preservation can help you and your clients.

 
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