Webinar: Concepts of 1031 Exchange

Event Main Info

Join Danny Helms, President of Boston National Title of Texas of Texas and Brendan Lewis, Senior Director at Accruit, as they dive into a high-level overview of 1031 like-kind exchange.  

Date: Tuesday, September 8th, 2020

Time: 1:00-2:00 PM MDT
Location: Online

 

 

In this 1-hour webinar, you'll: 

  • Learn the basics of 1031 exchange, including the process and different types of exchanges
  • Understand the "like-kind" requirement in a 1031 exchange
  • Know why to leverage the benefits of 1031 exchange

This webinar is presented in collaboration with Boston National Title of Texas

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About the Speakers: 

Danny Helms, President of BNT of Texas

Danny Helms leads Boston National of Texas, one of our most important and active offices. As President, he works closely with the Plano and Houston-based sales teams, developing and implementing the relationship building strategies that served him so well in his former position as account executive at Boston National’s corporate headquarters in Charlotte. He is also responsible for all operations and processing in what is arguably one of the more complex states for title services providers. The office supports all types of loans for a host of local lenders, real estate agents and attorney firms as well as the Texas deal flows of our national client base.

Danny joined Boston National in 2017 as Business Development Manager of The Closer, our wholly-owned closing services company. In short order, he helped expand its national network of signing professionals, established an experienced vendor management team, and vet and acquire integrating technologies that enable faster, better customer closing experiences. In this role, he quickly proved his ability to both lead and support staff, resolve the challenges of a fledgling organization and work productively and constructively with Boston National’s executive team.

Brendan Lewis, Senior Director, Accruit

Brendan has over a decade of experience in the real estate and title space. Having participated in hundreds of tax-deferred exchanges, Brendan is an invaluable resource in navigating the complex, ever-changing statutory requirements of IRC §1031 tax-deferred exchanges. Brendan's professional affiliations include North Texas Commercial Association of Realtors, MetroTex Association of Realtors, Texas Real Estate Commission, Texas Department of Insurance, and Texas Land Title Association.

Other areas of expertise include Delaware Statutory Trusts, tenant in common interests, opportunity zones, and cost segregation. 

CE Credits available through Texas Real Estate Commission (TREC)

Course Number: 39194
1 hour CE Credit

 

Event Additional Info
Join Danny Helms, President of Boston National Title of Texas and Brendan Lewis, Senior Director at Accruit, as they dive into a high-level overview of 1031 like-kind exchange. Learn why to exchange, the different types of exchange, and understand the "like-kind requirement. CE credits available for TX real estate agents and brokers.