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Very interesting and informative presentation on 1031 exchanges. We look forward to working with you.

 
 
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Courses &
Descriptions


Exchange Essentials: Intermediate 1031 Concepts
Exchange Essentials
(formally titled: Beyond
the Basics
)

Exchange Essentials is an intermediate class that takes you from the 6 Basic Things through to such concepts as tax free liquidation of real estate. This class is taught in a 3 or 4 hour format, depending upon the State.

The Jump-start Series   Click here for details

Advanced Principles of 1031 Exchanges
Advanced 1031
Exchanges

this class begins where the intermediate class leaves off and discusses such advanced concepts as Personal Property (things that move), Reverse Exchanges, Improvement Exchanges, etc. We also teach you techniques for dealing with partnership clients when some partners want to exchange but the others don’t. We finish up by teaching you some more ways you can liquidate your real estate tax free and some ways you can transfer real estate to your heirs tax free using 1031 exchange. This class is also taught in a 3 or 4 hour format depending on State requirements.

 
 

"I have taken two of Gary's courses. Terrific!!!"

Gary has a great talent in taking a confusing concept and making it easy to understand and interesting. His depth of knowledge on the subject is amazing. Some of the techniques discussed in the advanced class have been most helpful and effective in dealing with our more sophisticated clients.

Scott Christopher, Broker
Maine and Florida

 
 
 
 

Hi Gary,

I just wanted to take a moment to Thank You for teaching both classes this week! You did such a great job! I emailed others and thought you might want to read what I wrote (see attached).

Thanks again...I look forward to working with you in the near future.

Best regards,
Dawn Barnett
Senior Account Manager
Arizona Title Agency

Hi Landy,

The 1031 Exchange Classes we held this week went over great! Jeff Lucas, the broker/owner at ERA Lucas Realty Group, made it a point to tell me how knowledgeable and informative Gary Gorman was & how much he appreciated our company putting this all together! We also sponsored a class on Monday at Keller Williams Realty and received raving reviews from their agents as well!

Gary did an awesome job referring to our company and escrow officers by name, as well as promoting us to the agents. He definitely made us an important part of his presentation. I would strongly recommend that everyone utilize his services.

Take good care,
Dawn

 
 
 
 

RE: Thanks!

I am writing to thank everyone at The 1031 Exchange Experts, LLC for helping me host a successful continuing education seminar here in Panama City, Florida. Gary did a superb job presenting the Exchange Essentials and Advanced 1031 courses, and I received nothing but positive comments from the attendees. Many seasoned Realtors stated they had been to other 1031 seminars in the past, but this one was the best they ever heard.

Gary's ability as a speaker is truly remarkable. He is one of those rare individuals that can engage an audience of professionals in such a way that they cannot help but master the concepts he is presenting. Using his mythical clients, "Fred" and "Sue," he built a framework of information that went beyond the mechanical steps of completing a 1031 exchange. He included strategic planning tips that Realtors can offer to their clients and thus expand their business.

Thanks again! I look forward to teaming up with Gary again soon!

 

Sincerely,

Philip H. Fincher, JD, CPA, LLM
Financial Consultant