Speeches of C. Anthony Phillips

Future Speeches

Date Organization Topic
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Past Speeches

2010
Date Organization Topic
Nov 18, 2010 California CPA Education Foundation
San Francisco, CA
2010 Real Estate Trends and Latest Developments
Nov 17, 2010 California CPA Education Foundation
Burbank, CA
2010 Real Estate Trends and Latest Developments
Nov 5, 2010 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 4, 2010 New Star Realty
Los Angeles, CA
The Chess Game of Tax Planning
Jul 21, 2010 Pacific West Association of REALTORS®
Anaheim, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
Apr 25, 2010 Escrow Institute of California
Temecula, CA
Principal Residence Tax Issues
Apr 20, 2010 California Society of CPAs
Woodland Hills, CA
Sec. 1031 Like-Kind Exchanges 2010 Update
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2009
Date Organization Topic
Dec 17, 2009 CPE Link Webcast
Pasadena, CA
Introduction to 1031 Exchanges
Dec 10, 2009 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 6, 2009 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 4, 2009 California CPA Education Foundation
San Francisco, CA
2009 Real Estate Tax Updates and Recent Developments
Nov 3, 2009 California CPA Education Foundation
Burbank, CA
2009 Real Estate Tax Updates and Recent Developments
Oct 28, 2009 Visalia
Visalia, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
Oct 23, 2009 Financial Education Resources
Culver City, CA
Understanding and Planning for 1031 Tax-Deferred Like-Kind Exchanges
Sep 22, 2009 CPE Link Webcast
Pasadena, CA
Introduction to 1031 Exchanges
Sep 17, 2009 Conejo Valley Association of REALTORS®
Thousand Oaks, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Sep 4, 2009 California Association of Realtors
Los Angeles, CA
R.E. Masters Tax, Financial and Estate Planning
Sep 3, 2009 East San Gabriel CPA Group
Covina, CA
1031 Exchange Update
Aug 28, 2009 California Association of Realtors
Los Angeles, CA
R.E. Masters Taxation of Transactions in Real Property
Jul 7, 2009 Pacific West Association of REALTORS®
Anaheim, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jun 26, 2009 West San Gabriel Valley Association of REALTORS®
San Gabriel, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jun 19, 2009 Financial Education Resources
Pasadena, CA
Understanding and Planning for 1031 Tax-Deferred Like-Kind Exchanges
Jun 9, 2009 CPE Link Webcast
Pasadena, CA
Introduction to 1031 Exchanges
May 21, 2009 Pacific Advisors Network
Pasadena, CA
Tax Planning Chess Board
May 16, 2009 Escrow Institute of California
Ventura, CA
2009 Real Estate Tax Updates and Recent Developments
Mar 13, 2009 Professionals in Real Estate
Pasadena, CA
1031 Exchanges
Jan 6, 2009 Downstream Exchange Company
Sherman Oaks, CA
Preparation of Form 8824
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2008
Date Organization Topic
Dec 30, 2008 Downstream Exchange Company
Pasadena, CA
Preparation of Form 8824
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Dec 16, 2008 Downstream Exchange Company
Los Angeles, CA
Preparation of Form 8824
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Dec 9, 2008 Downstream Exchange Company
Pasadena, CA
Preparation of Form 8824
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Nov 10, 2008 California CPA Education Foundation - 2008 Real Estate Conference
San Francisco, CA
Real Estate Tax Update/Recent Developments
Nov 3, 2008 California CPA Education Foundation - 2008 Real Estate Conference
Universal City, CA
Real Estate Tax Update/Recent Developments
Oct 20, 2008 Financial Education Resources
Costa Mesa, CA
1031 Tax-Deferred Like-Kind Exchanges - From Using an Accommodator to Preparing Form 8824
Oct 17, 2008 Dickson Podley Realtors
Pasadena, CA
Purchase Operation and Sale of Principal Residence
Oct 11, 2008 Federation of Exchange Accommodators
Las Vegas, NV
Lifecycle of Depreciation
Oct 9, 2008 Federation of Exchange Accommodators
Las Vegas, NV
Exchange Basics 101 - Boot Camp
Oct 3, 2008 Practice Valuation Group
Baltimore, MD
Tax Deferred Exchange of a Dental Practice
Sep 9, 2008 Coldwell Banker Commercial North County
San Gabriel, CA
Disposition of Appreciated Real Estate
Sep 4, 2008 CPE Link Webcast
Pasadena, CA
Introduction to 1031 Exchanges
Jul 26, 2008 Equinaire
Covina, CA
What are Passive Losses
Jul 1, 2008 Pacific West Association of REALTORS®
Anaheim, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jun 19, 2008 Arcadia Association of REALTORS®
Arcadia, CA
Sale of Highly Appreciated Assets
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Jun 6, 2008 Dickson Podley Realtors
Pasadena, CA
Structured Sales
Jun 5, 2008 Financial Education Resources
Woodland Hills, CA
1031 Tax-Deferred Like-Kind Exchanges - From Using an Accommodator to Preparing Form 8824
Jun 3, 2008 Coldwell Banker Commercial North County
Glendale, CA
Disposition of Appreciated Real Estate
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May 22, 2008 Sterling Education Services
Santa Monica, CA
Tax Considerations in Real Estate Transactions
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May 14, 2008 Treeline Realty
Temple City, CA
Disposition of Appreciated Property
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May 6, 2008 California Practice Sales
Orange, CA
Tax Deferred Exchange of a Dental Practice
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Apr 12, 2008 Federation of Exchange Accommodators
Atlanta, GA
Exchange Basics 101 - Boot Camp
Apr 11, 2008 Federation of Exchange Accommodators
Atlanta, GA
Potpourri
Apr 10, 2008 Federation of Exchange Accommodators
Atlanta, GA
Partnership Issues: Drop and Swap
Jan 26, 2008 Equinaire
City of Industry, CA
Structured Sales
Jan 25, 2008 Downstream Exchange Company
Los Angeles, CA
Preparation of Form 8824
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Jan 19, 2008 Federation of Exchange Accommodators
San Diego, CA
Moderator of Meeting
Jan 18, 2008 Downstream Exchange Company
Pomona, CA
Preparation of Form 8824
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Jan 9, 2008 Financial Education Resources
Woodland Hills, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
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2007
Date Organization Topic
Dec 13, 2007 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Dec 10, 2007 Financial Education Resources
Los Angeles, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
Nov 7, 2007 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Nov 6, 2007 California Lodging Expo and Conference
Oakland, CA
Tax Deferred Exchanges and the Use of an Accommodator
Nov 1, 2007 Financial Education Resources
Costa Mesa, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
Oct 27, 2007 Equinaire
City of Industry, CA
Home Ownership Taxation
Oct 23, 2007 Downstream Exchange Company
Pasadena, CA
Preparation of Form 8824
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Oct 18, 2007 Ventura County Coastal Association of REALTORS®
Oxnard, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Oct 16, 2007 Newstar Realty & Investments
Buena Park, CA
1031 Tax-Deferred Like-Kind Exchanges
Oct 6, 2007 Federation of Exchange Accommodators
Chicago, IL
Treatment of Incidental Property
Oct 4, 2007 Federation of Exchange Accommodators
Chicago, IL
1031 Exchange Boot Camp
Sep 14, 2007 Santa Clara County Association of REALTORS®
San Jose, CA
Tax Financial and Estate Planning
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Aug 28, 2007 Lorman Education Services
Pasadena, CA
Partnerships, LLC and LLP Taxation Issues
Aug 23, 2007 Financial Education Resources
Los Angeles, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
Aug 6, 2007 California CPA Education Foundation 2007 Flow Through Entities Conference
San Francisco, CA
Real Estate Flow Through Issues
Aug 2, 2007 California CPA Education Foundation 2007 Flow Through Entities Conference
Los Angeles, CA
Real Estate Flow Through Issues
Jul 28, 2007 Equinaire
City of Industry, CA
Tax Planning Chess Board
Jun 7, 2007 Financial Education Resources
Pasadena, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
May 31, 2007 Glen Oaks Escrow
Glendale, CA
Tax Deferred Exchanges and the Use of an Accommodator
May 17, 2007 Sterling Education Services
Pasadena, CA
Tax Considerations in Real Estate Transactions
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May 15, 2007 South Bay Association of REALTORS®
Torrance, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
May 9, 2007 Orange County Association of REALTORS®
Laguna Hills, CA
Tax Financial and Estate Planning
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Apr 27, 2007 Placer County Association of REALTORS®
Rocklin, CA
Tax Financial and Estate Planning
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Apr 19, 2007 Federation of Exchange Accommodators
Washington, DC
Basic 1031 Tax Consequences
Apr 18, 2007 Federation of Exchange Accommodators
Washington, DC
1031 Exchange Boot Camp
Apr 18, 2007 Federation of Exchange Accommodators
Washington, DC
Exchange Basics - 1031 Boot Camp
Mar 14, 2007 Newstar Realty & Investments
Los Angeles, CA
1031 Tax-Deferred Like-Kind Exchanges
Feb 20, 2007 West San Gabriel Valley Association of REALTORS®
San Gabriel, CA
Tax Deferred Exchanges and the Use of an Accommodator
Jan 20, 2007 Federation of Exchange Accommodators - Southern CA Regional Meeting
Pasadena, CA
Moderator of Meeting
Jan 9, 2007 Financial Education Resources
Woodland Hills, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
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2006
Date Organization Topic
Dec 7, 2006 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Nov 30, 2006 San Mateo County Association of REALTORS®
San Mateo, CA
R.E. Masters Tax, Financial and Estate Planning
Nov 17, 2006 Newstar Realty & Investments
Rancho Cucamonga, CA
1031 Tax-Deferred Like-Kind Exchanges
Nov 16, 2006 Lorman Education Services
Los Angeles, CA
Advanced Like-Kind Real Estate Exchanges in California
Nov 9, 2006 Financial Education Resources
Los Angeles, CA
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
Nov 1, 2006 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Oct 26, 2006 Ventura County Coastal Association of REALTORS®
Oxnard, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Oct 18, 2006 ERA New Star Realty & Inv.
Los Angeles, CA
New Agent Training - 1031 Exchanges
Oct 14, 2006 Federation of Exchange Accommodators
Las Vegas, NV
Alternative Minimum Tax issues
Oct 12, 2006 Federation of Exchange Accommodators
Las Vegas, NV
1031 Exchange Boot Camp
Sep 20, 2006 Bakersfield Association of REALTORS®
Bakersfield, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Aug 8, 2006 Financial Education Resources
Costa Mesa, CA
Understanding and Planning for 1031 Tax-Deferred Like-Kind Exchanges
Jun 2, 2006 Financial Education Resources
Pasadena, CA
1031 Tax-Deferred Like-Kind Exchanges
Jun 2, 2006 Financial Education Resources
Pasadena, CA
Understanding and Planning for 1031 Tax-Deferred Like-Kind Exchanges
May 11, 2006 Lorman Education Services
Pasadena, CA
Anatomy of a Real Estate Deal
May 9, 2006 RE/MAX Online
Downey, CA
Tax Deferred Exchanges and Use of an Accommodator
Apr 20, 2006 West San Gabriel Valley Association of REALTORS®
San Gabriel, CA
Tax Deferred Exchanges and Use of an Accommodator
Mar 26, 2006 Tenant-In-Common Association (TICA)
San Diego, CA
Registered Representative Forum Panelist
Jan 21, 2006 Federation of Exchange Accommodators
San Diego, CA
Moderator of Meeting
Jan 19, 2006 Rancho Southeast Association of REALTORS®
Cerritos, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jan 10, 2006 Orange County Association of REALTORS®
Laguna Hills, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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2005
Date Organization Topic
Dec 8, 2005 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 2, 2005 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 2, 2005 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Oct 28, 2005 Santa Barbara Association of REALTORS®
Santa Barbara, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Sep 21, 2005 Lorman Education Services
Pasadena, CA
Advanced Topics in Real Estate Law
Jul 22, 2005 Lorman Education Services
Los Angeles, CA
Advanced Like-Kind Real Estate Exchanges
Jul 8, 2005 Pacific West Association of REALTORS®
Orange, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Jul 7, 2005 Cap Harbor Real Estate Exchange Solutions
Beverly Hills, CA
Tax Deferred Exchanges and Use of an Accommodator
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Jun 23, 2005 Citibank Financial Center
Pasadena, CA
Understanding Real Estate Opportunities
Jun 10, 2005 M J Leola Real Estate Investment Group, Inc.
Encino, CA
Tax Deferred Exchanges and Use of an Accommodator
View Outline (opens in new vindow)
May 21, 2005 Federation of Exchange Accommodators
San Francisco, CA
Closing Escrow Statement Issues
Apr 20, 2005 Lorman Education Services
Pasadena, CA
Anatomy of a Real Estate Deal in California
Apr 13, 2005 Chinese American Real Estate Professionals Association of America
Monterey Park, CA
Tax Deferred Exchanges and Use of an Accommodator
View Outline (opens in new vindow)
Feb 12, 2005 Federation of Exchange Accommodators
Seattle, WA
Closing Escrow Statement Issues
Feb 11, 2005 Professionals in Real Estate
Pasadena, CA
The New Tax Laws
Feb 5, 2005 Federation of Exchange Accommodators
Costa Mesa, CA
Moderator of Meeting
Jan 18, 2005 Conejo Valley Association of REALTORS®
Thousand Oaks, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jan 11, 2005 Orange County Association of REALTORS®
Laguna Hills, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Top of Page^

2004
Date Organization Topic
Dec 9, 2004 Citrus Valley Association of REALTORS®
Los Angeles, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Dec 9, 2004 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 11, 2004 RealShare Net Lease West
Los Angeles, CA
Panel of Qualified Intermediaries Up Close With the Qualified Intermediary
Nov 3, 2004 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Oct 25, 2004 San Luis Obispo Association of REALTORS®
San Luis Obispo, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Oct 2, 2004 Federation of Exchange Accommodators
Las Vegas, NV
How To Give a Good Speech (This Was the Best Speech I Have Ever Given)
Oct 2, 2004 Federation of Exchange Accommodators
Las Vegas, NV
Closing Escrow Statement Issues
Oct 1, 2004 Federation of Exchange Accommodators
Las Vegas, NV
Closing Escrow Statement Issues
Sep 22, 2004 Bakersfield Association of REALTORS®
Bakersfield, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Sep 22, 2004 Lorman Education Services
Los Angeles, CA
Advanced Topics in Real Estate Law in California
Sep 8, 2004 West San Gabriel Valley Discussion Group of the CA Society of Certified Public Accountants
Rosemead, CA
1031 Closing Statement Issues
Sep 8, 2004 West San Gabriel Valley Discussion Group of the CA Society of Certified Public Accountants
Rosemead, CA
Updates to 1031's
Aug 17, 2004 Tweed Financial Services
Pasadena, CA
Tax Deferred Exchanges and Use of an Accommodator
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Aug 2, 2004 Lake County Association of REALTORS®
,
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Jul 26, 2004 California Society of CPA's Pasadena Discussion Group
Pasadena, CA
Tax Planning for Sale of Personal Residences
Jul 22, 2004 Lorman Education Services
Los Angeles, CA
Advanced Like-Kind Real Estate Exchanges
Jul 6, 2004 Pacific West Association of REALTORS®
Orange, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Jun 1, 2004 Tweed Financial Services
Pasadena, CA
Tax Deferred Exchanges and Use of an Accommodator
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May 28, 2004 Jordinellie & Associates
Los Angeles, CA
Tax Deferred Exchanges and Use of an Accommodator
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May 27, 2004 Arcadia Association of REALTORS®
Arcadia, CA
Tax Deferred Exchanges and Use of an Accommodator
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May 18, 2004 South Bay Association of REALTORS®
Torrance, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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May 13, 2004 Lorman Education Services
Pasadena, CA
Cost Segregation Studies
Apr 30, 2004 ERA New Star Realty & Inv.
Los Angeles, CA
Tax Deferred Exchanges and Use of an Accommodator
View Outline (opens in new vindow)
Apr 20, 2004 Lorman Education Services
Pasadena, CA
Anatomy of a Real Estate Deal in California
Apr 18, 2004 Escrow Institute of California 2004 Spring Conference
,
Real Estate Exit Strategies
Feb 7, 2004 Federation of Exchange Accommodators
Costa Mesa, CA
State Withholding-Where It's At, Where It Seems to Be Going
Jan 22, 2004 Rancho Southeast Association of REALTORS®
Cerritos, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jan 13, 2004 Orange County Association of REALTORS®
Laguna, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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2003
Date Organization Topic
Dec 11, 2003 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Nov 19, 2003 San Gabriel Valley Chapter of Enrolled Agents
,
Tax Deferred Exchanges and Use of an Accommodator
Nov 5, 2003 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Oct 9, 2003 California Chiropractic Association
Pasadena, CA
Tax Deferral Strategies for Chiropractic Practices
Oct 4, 2003 Federation of Exchange Accommodators
Las Vegas, NV
Form 8824 and Closing Statement Issues
Sep 19, 2003 Lorman Education Services
Los Angeles, CA
Like-Kind Real Estate Exchanges
Sep 16, 2003 Prudential John Aaroe Realty
Pasadena, CA
Home Ownership, Cradle to the Grave
Aug 26, 2003 Cornerstone Properties Real Estate Office
West Lake Village, CA
Real Property, Tax and Exchanging
Jul 11, 2003 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
1031 Tax Deferred Exchanges
May 25, 2003 Dilbeck Realtors
Pasadena, CA
Real Estate Exit Strategies
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May 20, 2003 South Bay Association of REALTORS®
Torrance, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Apr 2, 2003 Chinese American Real Estate Professionals Association of America
San Gabriel, CA
Real Estate Exit Strategies
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Mar 8, 2003 Clients of Varouj Mirzaians of RE/MAX of Glendale
Glendale, CA
Tax Deferred Exchanges and Use of an Accommodator
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Jan 14, 2003 Pacific West Association of REALTORS®
Orange, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jan 10, 2003 Professionals in Real Estate
Pasadena, CA
Real Estate Exit Strategies
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2002
Date Organization Topic
Dec 12, 2002 Citrus Valley Association of REALTORS®
San Dimas, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Nov 6, 2002 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Oct 23, 2002 Santa Maria Association of REALTORS®
Santa Maria, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Oct 4, 2002 Federation of Exchange Accommodators
Las Vegas, NV
Change of Use
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Sep 20, 2002 Lorman Education Services
Los Angeles, CA
Like-Kind Real Estate Exchanges
Sep 19, 2002 Glen Oaks Escrow
Glendale, CA
Tax Deferred Exchanges and Use of an Accommodator
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Sep 18, 2002 Dynamic Realty Corp
West Covina, CA
1031 Tax Deferred Exchanges
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Sep 12, 2002 Elisabeth Klock and Associates
Los Angeles, CA
Real Estate Exit Strategies
Jun 28, 2002 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
1031 Tax Deferred Exchanges
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Jun 18, 2002 Arcadia Association of REALTORS®
Arcadia, CA
Tax Deferred Exchanges and Use of an Accommodator
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Jun 5, 2002 Chinese American Real Estate Professionals Association of America
Rosemead, CA
Tax Deferred Exchanges and Use of an Accommodator
May 25, 2002 Prudential John Aaroe Realty
Pasadena, CA
California Withholding Rules and the Exemption for Tax Deferred Exchanges
May 21, 2002 South Bay Association of REALTORS®
Torrance, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
May 16, 2002 Sentra Securities Corporation/Triplenet Properties
Pasadena, CA
1031 Real Estate Exchanges
May 13, 2002 CA Society of CPA's-Pasadena Discussion Group
Pasadena, CA
New IRS Guidelines Tenancy-In-Common Interest
May 9, 2002 San Mateo Association of REALTORS®
San Mateo, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Apr 23, 2002 Avantra Real Estate Services
Arcadia, CA
Tax Deferred Exchanges and Use of an Accommodator
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Feb 6, 2002 Sentra Securities Corporation/Triplenet Properties
Pasadena, CA
1031 Real Estate Exchanges
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2001
Date Organization Topic
Dec 12, 2001 West San Gabriel Valley Discussion Group of the CA Society of Certified Public Accountants
Rosemead, CA
Tax Deferred Exchanges and Use of an Accommodator
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Dec 10, 2001 Sentra Securities Corporation/Triplenet Properties
Pasadena, CA
1031 Real Estate Exchanges
Oct 24, 2001 Bakersfield Association of REALTORS®
Bakersfield, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Oct 20, 2001 Practice Valuation Study Group
Scottsdale, AZ
Tax and Legal Updates Review Exchange and Dental Practices
Oct 15, 2001 UCLA Extension Course Real Estate in Personal Financial Planning
Los Angeles, CA
Guest Lecturer on Tax Deferred Exchanges
Sep 21, 2001 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Like-Kind Real Estate Exchanges
Aug 3, 2001 Lakeport County Association of REALTORS®
Clearlake, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jul 10, 2001 Pacific West Association of REALTORS®
Orange, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jun 21, 2001 Burbank Association of REALTORS®
Burbank, CA
Why Realtors Make Better Spouses
Jun 19, 2001 Century 21 George Michael Realty
Monterey, CA
Like-Kind Real Estate Exchanges
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May 10, 2001 San Francisco Association of REALTORS®
San Francisco, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Apr 20, 2001 Monterey County Association of REALTORS®
Monterey, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
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Jan 30, 2001 Arcadia Association of REALTORS®
Arcadia, CA
Like-Kind Real Estate Exchanges
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2000
Date Organization Topic
Dec 12, 2000 Realty Investment Association of California
Buena Park, CA
A Technology Talk
Nov 16, 2000 RE/MAX Commercial-Sherman Oaks
Sherman Oaks, CA
Reverse Like-Kind Exchanges
Nov 1, 2000 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Oct 25, 2000 Tri County Dental Society
Colton, CA
1031 Tax Deferred Exchange of Dental Practices
May 10, 2000 Foothill Apartment Association
Arcadia, CA
Like-Kind Real Estate Exchanges
Apr 27, 2000 Stevenson Real Estate Services
Glendale, CA
Like-Kind Real Estate Exchanges
Feb 17, 2000 Los Feliz Broker Association
Los Angeles, CA
Like-Kind Real Estate Exchanges
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1999
Date Organization Topic
Dec 17, 1999 Lorman Education Services
Pasadena, CA
Like-Kind Real Estate Exchanges
Dec 6, 1999 Pasadena-Foothills Association of REALTORS®
Pasadena, CA
Graduate REALTOR® Institute Real Property, Tax and Exchanging
View Outline (opens in new vindow)
Oct 30, 1999 Practice Valuation Study Group
Scottsdale, AZ
Reverse Delayed Exchanges
Oct 8, 1999 Federation of Exchange Accommodators
Las Vegas, NV
Reverse Exchanges
Jun 10, 1999 Real Property Section of the Pasadena Bar Association
Pasadena, CA
Like-Kind Real Estate Exchanges
May 3, 1999 Pasadena Discussion Group of the CA Society of Certified Public Accountants
Pasadena, CA
Tax Deferred Exchanges and Use of an Accommodator
Apr 24, 1999 Escrow Institute of California Mini Conference
Santa Barbara, CA
How to Accomplish a Tax Deferred Exchange
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1998
Date Organization Topic
Aug 27, 1998 California Association of REALTORS®
Los Angeles, CA
1998 Tax Laws Affecting Real Estate-An Overview
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1997
Date Organization Topic
Oct 10, 1997 Federation of Exchange Accommodators
Las Vegas, CA
Tax Planning for an Exchange
Sep 10, 1997 California Association of REALTORS®
Los Angeles, CA
Real Property Tax Exchanging
Aug 1, 1997 American Dental Sales
St. Louis, MO
Tax Deferred Exchanges of Dental Practices
Jul 1, 1997 Quoted in the Practical Accountant Article
,
Becoming a Player in Like-Kind Exchanges
Jun 16, 1997 Southeast Escrow Association
Santa Fe Springs, CA
Treatment of Closing Costs and How to Get From the Escrow Statements to Federal Form 8824-Like-Kind Exchanges
May 6, 1997 California Association of REALTORS®
Whittier, CA
Real Property Tax Exchanging
May 4, 1997 Professionals in Real Estate
Pasadena, CA
The New Tax Laws
Jan 21, 1997 Long Beach Escrow Association
Long Beach, CA
Treatment of Closing Costs and How to Get From the Escrow Statements to Federal Form 8824-Like-Kind Exchanges
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1996
Date Organization Topic
Oct 25, 1996 Federation of Exchange Accommodators
Las Vegas, NV
Treatment of Closing Costs and How to Get From the Escrow Statements to Federal Form 8824-Like-Kind Exchanges
Jun 4, 1996 Century 21 A.C.R.E.S. REALTORS
,
Tax Tips for the Homeowner
Feb 22, 1996 Escrow Association of San Gabriel Valley
Monrovia, CA
1031 Tax Deferred Exchange Review Workshop
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1995
Date Organization Topic
Nov 7, 1995 Century 21 Earll
Arcadia, CA
1031 Exchanges
Nov 6, 1995 Podley Caughey & Doan at Pasadena Association of REALTORS®
Pasadena, CA
1031 Exchanges
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1994
Date Organization Topic
Nov 8, 1994 Realty Investors of California
Glendale, CA
1031 Exchanges
Nov 1, 1994 Century 21 Ludeke
Arcadia, CA
1031 Exchanges
Sep 15, 1994 Arcadia Lions Club
Arcadia, CA
1031 Exchanges
May 20, 1994 Commonwealth Land Title Co.
Pasadena, CA
1031 Exchanges
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