The Inside Track On 1031 Exchange

A Gift From The I.R.S


Join Us Online LIVE

For This Special Continuing Education Event With The Experts

Tuesday, September 29th at 10:00 AM - 2 PM

3.75 CE Hours Approved by NYS DOS
Spots Are Limited – Don’t Wait To Register!

This is a one-time-only event!

Howard Silverman, a retired Senior IRS examiner and Enrolled Agent with the IRS, shares concepts and strategies simply and clearly in this seminar exclusive to Leap EDU. When a 1031 Exchange is properly executed, rules followed, the tax may be deferred entirely.

Understanding the 1031 exchange may allow agents and brokers to double and triple their business.

His lecture includes the following:

  • 1031 Like-Kind Exchanges
  • Definition of IRC Code Section
  • How to determine at an initial interview with Real Estate clients if a 1031 exchange may be utilized
  • Review actual case studies
  • Understand what types of experts need to be called upon to ensure proper execution as the timeline is very specific and there are no extensions.
  • Review the role of the intermediary
  • Review the timeline and checklist on executing a 1031 exchange

Richard Kestenbaum and John Bernhardi will join Mr. Silverman as panelists to share their expertise and students will be able to ask questions regarding specific 1031-related concerns.

Your Host & Moderator

Christina Mathieson is a results-oriented business strategist and lifelong entrepreneur who proudly encourages those around her to dream big and is motivated by an unwavering social responsibility. Christina is a Realtor who utilizes her business expertise in the marketing and pricing of residential real estate with a specialty in high-performing and solar-powered homes, She is proud to be a part of the team of educators at Leap EDU and to continue to develop the Green EDU programs for real estate professionals as well as community education programs as part of a newly-launched partnership with Hofstra University. Christina’s “Becoming A Solar Specialist” program is the first of its kind to educate on residential solar power and energy efficiency and how these upgrades affect a real estate transaction.

Meet The Experts

Howard Silverman currently possesses the title of “Enrolled Agent”. Enrolled agent status is the credential the IRS awards to those people that pass a stringent examination process or have a specific work history that has established their knowledge and ability in a specific area. Individuals who obtain this elite status must adhere to ethical standards.

He retired as Senior Internal Revenue Agent in the Large Business and International Examination Division of the Internal Revenue Service. His lifetime of experience, spanning over 44 years in small and large tax examinations, from individual return through to public companies, allows Howard to share concepts and strategies simply and clearly, coming from a depth in understanding of IRS codes and guidelines that most will never achieve.

Howard started with the examination of individual tax returns, and proceeded to advance, including positions of the classroom and on-the-job instructor, and continuing education instructor, and had special assignments assisting IRS Counsel, IRS Criminal Investigation Division, and the U.S. Attorney’s Office.

Included in his many examinations were those that included IRC Sec 1031 exchange transactions. Howard has frequently been called upon to lecture on the topic.

When he retired, he did not want all of his career-long Institutional, procedural, and technical knowledge to go to waste. In that regard, he now renders consulting to accounting firms and companies on complex tax issues perform pro bono tax consultation to a tax law clinic and act as a guest lecturer on IRS practice, procedure and examination process to a law school and an accounting professional society.

John Bernhardi is a tax partner in the accounting firm of Coghill & Associates, CPA’S PLLC since 2000. Mr. Bernhardi has over 40 years of diversified experience providing professional accounting, tax, and management advisory services to a broad range of industries including manufacturing, construction, real estate, sports arenas, wholesale distributors, caterers, broker-dealers, attorneys, health care and retailers. The services he has provided include Accounting & Auditing; Financial Statement Preparation; Taxation of Corporations, Partnerships, Individuals, Estates and Trusts; Tax & Estate Planning; Pension Consulting; Consulting on Bank Financing, Surety Bonds, Letters of Credit; Matrimonial Matters; Sec. 1031 Exchanges; Federal & State Audit Representation; Federal & State Tax Collection Matters; Offers in Compromise; Bankruptcy Debtor in Possession Reporting; Business Acquisitions, Sales and Mergers; Financial Business Valuations; Litigation Support; Succession Planning; Information Systems Consulting.

Richard S. Kestenbaum began his legal career in 197 4 as a lawyer with the Office of Chief Counsel, Internal Revenue Service. In 1980, Mr. Kestenbaum left the government for private practice and shortly thereafter formed Kestenbaum & Mark. Mr. Kestenbaum represents corporations, individuals, and estates concerning sensitive domestic and foreign tax issues resulting in civil and criminal controversies with the Internal Revenue Service and state and local tax authorities, including related litigation in state and federal courts. Mr. Kestenbaum also represents and advises individuals and corporations on various corporate and real estate transactions. He is a member of the New York and Florida Bars, a member of the Tax Sections of the American Bar Association, the New York State Bar Association and the Nassau County Bar Association.

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