Legal 1031 Exchange Services to hold complimentary CLE classes

November 05, 2019 - Front Section

New York, NY Legal 1031 Exchange Services, LLC is hosting a breakfast and complimentary CLE class, “Minimize Taxes, Maximize Wealth: Understanding Tax Deferral Strategies When Selling Real Estate.” 

This course has been approved in accordance with the requirements of the NYS Continuing Legal Education Board for three credits in Professional Practice and is appropriate for newly admitted and experienced attorneys (transitional and non-transitional).

Instructors: Todd Pajonas, Esq., David Feeser, Esq. and Matthew Scheriff, CPA

Credits: 3 NY CLE

Tuesday, November 12, 2019
Where: Capital One Headquarters, 1307 Walt Whitman Road, Melville, NY 11747
Breakfast 8:30am – 9:00am
Class 9:00am – 12:00pm

Thursday, November 14, 2019
Where: Residence Inn by Marriott, Metro Center Atrium, 1776 Eastchester Road, Bronx, NY 10461
Breakfast 8:00am – 8:30am
Class 8:30am – 12:30pm

Tuesday, November 19, 2019
Capital One Bank, Union Square Branch, 853 Broadway, New York, NY 10003
Breakfast 8:30am – 9:00am
Class 9:00am – 12:00pm

Wednesday, November 20, 2019
2 Westchester Park Drive, White Plains, NY 10604
Breakfast 8:30am – 9:00am
Class 9:00am – 12:00pm
Legal 1031 Exchange Servives, LLC is a continuing education provider for attorneys, CPAs and realtors, and is accredited by various states.

For more information please email [email protected] or call (877) 701-1031 x 504

The courses provide an overview of several important strategies used to minimize, defer or forgive the gain tax which may be due upon the sale of real estate, as well as the methods used to compute a capital gain tax and depreciation re-capture. Understanding taxes is one of the key methods to maximizing the profitability of real estate transactions.

  • Mixed use properties- combining benefits of the primary residence exemption and 1031 exchanges
  • 1031 exchange qualifications and requirements, vesting issues, “like-kind property” and replacement property options
  • 1033 condemnation exchanges, installment sale strategies, opportunity zones
  • Tips for advisors that will add value to their client’s transaction


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