| Date |
Organization |
Topic |
|
Nov 10, 2008
|
California CPA Education Foundation - 2008 Real Estate Conference
San Francisco, CA
|
Tax Update/Recent Developments
|
|
Nov 3, 2008
|
California CPA Education Foundation - 2008 Real Estate Conference
Universal City, CA
|
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 Real Property View Outline (opens in new vindow)
|
|
Jun 19, 2008
|
Arcadia Association of REALTORS®
Arcadia, CA
|
Sale of Highly Appreciated Assets View Outline (opens in new vindow)
|
|
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 View Outline (opens in new vindow)
|
|
May 22, 2008
|
Sterling Education Services
Santa Monica, CA
|
Tax Considerations in Real Estate Transactions View Outline (opens in new vindow)
|
|
May 14, 2008
|
Treeline Realty
Temple City, CA
|
Disposition of Appreciated Property View Outline (opens in new vindow)
|
|
May 6, 2008
|
California Practice Sales
Orange, CA
|
Tax Deferred Exchange of a Dental Practice View Outline (opens in new vindow)
|
|
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
|
Preperation of Form 8824 View Outline (opens in new vindow)
|
|
Jan 19, 2008
|
Federation of Exchange Accommodators
San Diego, CA
|
Moderator of Meeting
|
|
Jan 18, 2008
|
Downstream Exchange Company
Pomona, CA
|
Preperation of Form 8824 View Outline (opens in new vindow)
|
|
Jan 9, 2008
|
Financial Education Resources
Woodland Hills, CA
|
1031 Tax-Deferred Like-Kind Exchanges: From Using an Accommodator to Preparing Form 8824
|
| Date |
Organization |
Topic |
|
Dec 13, 2007
|
Citrus Valley Association of REALTORS®
San Dimas, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging Real Property 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 Real Property 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
|
Preperation of Form 8824 View Outline (opens in new vindow)
|
|
Oct 18, 2007
|
Ventura County Coastal Association of REALTORS®
Oxnard, CA
|
Graduate REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
|
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 View Outline (opens in new vindow)
|
|
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 View Outline (opens in new vindow)
|
|
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 View Outline (opens in new vindow)
|
|
Apr 27, 2007
|
Placer County Association of REALTORS®
Rocklin, CA
|
Tax Financial and Estate Planning View Outline (opens in new vindow)
|
|
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
|
| 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
|
Tenent-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 View Outline (opens in new vindow)
|
|
Jan 10, 2006
|
Orange County Association of REALTORS®
Laguna Hills, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging Real Property View Outline (opens in new vindow)
|
| Date |
Organization |
Topic |
|
Dec 8, 2005
|
Citrus Valley Association of REALTORS®
San Dimas, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
|
Nov 2, 2005
|
Pasadena-Foothills Association of REALTORS®
Pasadena, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
|
Nov 2, 2005
|
Pasadena-Foothills Association of REALTORS®
Pasadena, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
|
Oct 28, 2005
|
Santa Barbara Association of REALTORS®
Santa Barabara, 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 View Outline (opens in new vindow)
|
|
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 Accomodator 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 View Outline (opens in new vindow)
|
|
Jan 11, 2005
|
Orange County Association of REALTORS®
Laguna Hills, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
| Date |
Organization |
Topic |
|
Dec 9, 2004
|
Citrus Valley Association of REALTORS®
Los Angeles, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
|
Dec 9, 2004
|
Citrus Valley Association of REALTORS®
San Dimas, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging
Real Property, Tax and Exchanging View Outline (opens in new vindow)
|
|
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 View Outline (opens in new vindow)
|
|
Oct 25, 2004
|
San Luis Obispo Association of REALTORS®
San Luis Obispo, CA
|
Graduate, REALTOR® Institute Real Property,Tax and Exchanging View Outline (opens in new vindow)
|
|
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
|
|