Class 4 CE

06 Aug

Tax Deferred Exchanges

Tax Deferred Exchanges

Tuesday, August 6, 2019 (12:30 PM to 4:30 PM)
4.00 CE Hours
Orlando Regional Realtor Association, Orlando, Florida

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Tax Deferred Exchanges
ORRA Member Pricing: $10
Instructor: Tom Gustafson

This course was designed for Realtors® to fully comprehend the world of Tax Deferred Exchanges. At course completion, you will no longer scratch your head and ask, "What exactly is a tax deferred exchange, and why should I even be worried about the details?" Getting to this point involves knowledge of the basic exchange formula, and throughout this course, Realtors® will become aware of the principals and basics of exchanging. By the time you are done, you will have added a new area of opportunity to supplement your business.  

What you will also learn:
• Examples of when your customer should consider an exchange
• Describe "Like Kind," "Capital Gain," "Boot," and "Basis" and "Adjusted Basis" 
• Explain a delayed exchange 
• List three types of exchange opportunities
• Outline the process that occurs in a "reverse exchange"


ATTENDANCE POLICY
1. CE credit will not be awarded if arrival and check-in are not complete by 12:50 p.m. No exceptions. Please allow adequate commute time. 
2. Check in with ORRA staff and sign morning and afternoon attendance sheets.
3. FREC requires a licensee attend 90% of each of the classroom hours. Physical attendance is required for the duration of class. 
4. Electronic note-taking is permitted on silent devices, only. Cell phone use is permitted during designated breaks.  

Special Disabilities: Accommodated with advance notice.

CANCELLATION/NO-SHOWS
Cancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org

Orlando Regional Realtor Association - Conference Center
Orlando Regional Realtor Association (Conference Center)
1330 Lee Road
Orlando, FL 32810

Map & Directions

Tom Gustafson
Tom graduated from the University of Central Florida in 2006 with a Bachelor of Arts in Communications.

His work experience includes technology sales with Apple, business development for an interactive marketing agency and most recently Vice President of Operations at Rifle Paper Company, a consumer goods and services company in Winter Park, Florida.

In addition to his role as a Qualified Intermediary with Atlas 1031, he is also a Notary Public in the state of Florida and sits on the board for Live Trends Design. 

CANCELLATION/NO-SHOWS
Cancellations not received within two (2) days prior to class start time will result in the forfeiture of the registration fee. Cancellations can be made through ORRA’s Professional Development Department at 407.513.7268 or email at education@orlandorealtors.org