Timely Tax Friendly Tactic: 1031 Exchange

Section 1031 like-kind exchanges have historically been used by business owners and individuals as a tax-saving strategy. The 2020 election may have consequences for Section 1031 like-kind exchanges, and investors may want to consider implementing Section 1031 like-kind exchanges, perhaps sooner than planned.

Join us next Wednesday, October 21, 2020, from 3:00 – 4:00 pm for this complimentary webinar to gain a better understanding of Section 1031 like-kind exchanges and how they can fit into your tax, estate, and business planning – now, after the election, and into the near future.

Former CA State Assemblywoman Catharine Baker will be moderating our discussion with trusted advisors Teresa Fluegel, Certified Exchange Specialist, Steven Kahn, Real Estate & Land Use Attorney, and Nazar Ghosseiri, Estate Planning Attorney, as they discuss:

• What is a Section 1031 like-kind exchange
• Tax advantages of a Section 1031 like-kind exchange
• Why now may be the time for a Section 1031 like-kind exchange
• How to consider a 1031 like-kind exchange as part of an estate plan

Have a question for advisors?

Please email them to webinars@hogefenton.com.

Meet Our Trusted Advisors

	Teresa Fluegel is Executive Vice President for the CDEC and is a Certified Exchange Specialist. Teresa joined CDEC in 2000 and is responsible for providing consulting services to real estate and tax attorneys, accountants, investors and commercial real estate professionals. She is a frequent lecturer on IRC Section 1031 and has presented hundreds of accredited courses to real estate and tax professionals. Ms. Fluegel is a seasoned industry expert and brings over 25 years of professional experience and expertise to the field. Ms. Fluegel has moderated and participated in dozens of panel and roundtable discussions.
	Steven Kahn is Hoge Fenton’s Real Estate & Land Use Chair. Steven is a seasoned real estate lawyer who balances litigation skill with strategy to achieve his clients’ goals and protect their interests. He focuses on real estate disputes and litigation. He represents clients throughout Northern California, including individuals, families, trusts, real estate professionals, insurers, municipalities, and businesses of any size, private or public. Steven is fundamentally a “dirt lawyer,” addressing wide-ranging issues involving real estate, and is committed to solving problems and finding solutions for clients in real estate disputes and transactions.
	Nazar Ghosseiri is an Estates and Trusts attorney with Hoge Fenton and is Certified as a Specialist in Estate Planning, Trust and Probate Law by the State Bar of California Board of Legal Specialization. She is a member of the Probate and Estate Planning Section of the San Mateo County Bar Association and serves on the board of directors of the Peninsula Estate Planning Council (PEPC). Nazar earned her law degree at the University of San Francisco School of Law, and received her master of laws in taxation (LL.M.) from Golden Gate University School of Law in San Francisco.
	Assemblywoman Catharine Baker represented the 16th Assembly District from 2014 through 2018. She is now Special Counsel at Hoge Fenton, where she advises businesses and non-profits. Catharine also practices election law, advising non-profits and both partisan and non-partisan organizations on election matters. During her legislative tenure, Catharine developed a reputation as an independent, bipartisan voice in the CA Legislature, fostering collaboration that led to breakthroughs in significant legislation, particularly on transportation, the environment, and government accountability.

This information is provided as an educational service by Hoge Fenton for clients and friends of the firm. This communique is an overview only, and should not be construed as legal advice or advice to take any specific action. Please be sure to consult a knowledgeable professional with assistance with your particular legal issue. © 2020 Hoge Fenton