2018 Advanced IRC 1031 Exchange Seminar

The City Club of San Francisco 
9th Floor, Library Room

Please join us for this complimentary seminar to learn more about:

  • IRC Section 1031 After the Tax Cuts and Jobs Act of 2017
  • The Cost of Not Exchanging
  • Overview of 1031 Exchange Requirements
  • How to Structure a Forward and a Reverse Exchange
  • Current Developments & Case Studies

Receive 1 Hour CLE Credit

Our Speakers:

Mary CunninghamMary Cunningham is President and Chief Executive Officer of Chicago Deferred Exchange Company, one of the nation’s oldest and largest providers of Qualified Intermediary services to investors seeking to structure tax-deferred exchanges under IRC Section 1031. Mary is responsible for a team of professionals who are dedicated to Qualified Intermediary and Exchange Accommodation Titleholder services to attorneys, accountants, real estate and tax professionals nationwide. Mary’s expertise comes from her direct involvement with tens of thousands of tax-deferred exchanges across a diverse group of assets over a 25+ year period. Mary is actively involved in the Federation of Exchanges Accommodators (FEA) the national trade organization for qualified intermediaries. Mary currently serves on the FEA Executive Committee and is a past President. She holds the Certified Exchange Specialist® designation.

Teresa FluegelTeresa Fluegel is Senior Vice President of Chicago Deferred Exchange Company (CDEC). Teresa is responsible for providing consulting services to real estate and tax attorneys, accountants, investors and commercial real estate professionals across the country with a focus on the West Coast since 2000. She has the expertise that comes from direct involvement with tens of thousands of tax deferred exchanges for real property. Teresa earned the professional designation of Certified Exchange Specialist in 2004.

A frequent instructor of accredited 1031 courses to real estate and tax professionals, Teresa brings over 25 years of experience and expertise to the field.  She is a seasoned expert in navigating forward, reverse and build-to-suit exchanges.  Teresa is an active member in several Northern California commercial real estate associations, including CCIM-Certified Commercial Investment Member, SIOR-Society Industrial Office Realtors and was President of CREW East Bay-Commercial Real Estate Women in 2017. 


11:30 a.m. - Registration, Networking

12:00 p.m. - Lunch Presentation with Q&A

This is a complimentary seminar so please be mindful to let us know if you RSVP and cannot attend. Greatly appreciated.

The Real Estate Advice Series has hosted workshops for thousands of investment real estate professionals and investors since 2009. This complimentary program is made possible by Chicago Deferred Exchange Company and RINA accountancy corporation.

The City Club of San Francisco

Tuesday, February 27, 2018
11:30 am - 1:30 pm

155 Sansome Street
9th Floor, Library Room
San Francisco, CA 94104

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