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2008 1031 Like-Kind Exchange Seminar Agenda


Thursday, May 15, 2008

TimeDescription
7:30am - 8:30amRegistration/Light Breakfast - Tuscany Ballroom E
General Session - Tuscany Ballroom D
8:30am - 8:40amWelcome and Introduction
David Shaleuly
President
Wachovia Exchange Services, Inc.
8:40am - 9:30amBasics of 1031 Exchanges
Derrick M. Tharpe
Wachovia Exchange Services
9:30am - 10:00amRecent Developments and Legislative Highlights
David Shechtman
Drinker Biddle & Reath LLP
Louis S. Weller
Deloitte Tax, LLP
10:00am - 10:20amBreak
10:20am - 11:10amEconomic Overview
Mark Vitner
Wachovia Senior Economist
11:10pm - 12:00pmReverse Exchanges and Construction Exchanges
Adam Handler
PricewaterhouseCoopers, LLP
Louis S. Weller
Deloitte Tax, LLP
12:00pm - 1:30pmLunch on Your Own (Boxed Lunches will be provided) - Tuscany Ballroom E
1:30pm - 2:30pmRelated Party Exchanges
Adam Handler
PricewaterhouseCoopers, LLP
Robert D. Schachat
Ernst & Young LLP
2:30pm - 3:30pmExchanges Involving Partnerships
Terence F. Cuff
Loeb & Loeb, LLP
Charles H. Egerton
Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
Richard M. Lipton
Baker & McKenzie LLP
3:30pm - 3:45pmBreak
3:45pm - 4:35pm TIC's - Development of the Market after Rev. Proc. 2002-22
Terence F. Cuff
Loeb & Loeb, LLP
Richard M. Lipton
Baker & McKenzie LLP
Robert D. Schachat
Ernst & Young LLP
4:35pm - 5:30pm View from Washington
Stephen M. Renna
The Real Estate Roundtable
5:30pm - 7:00pmCocktail Reception for all Attendees - Da Vinci Terrace


Friday, May 16, 2008

TimeDescription
7:00am - 8:00amLight Breakfast - Tuscany Ballroom E
General Session - Tuscany Ballroom D
8:00am - 9:00amPartnership Issues: A Case Study
Terence F. Cuff
Loeb & Loeb, LLP
Robert D. Schachat
Ernst & Young LLP
9:00am - 9:50amQualified Use Test; Vacation Homes and “Moore”
Charles H. Egerton
Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
Jeffery T. Lawyer
Womble Carlyle Sandridge & Rice, PLLC
9:50am - 10:40amState and Local Issues Affecting Exchanges
Adam Handler
PricewaterhouseCoopers, LLP
Louis S. Weller
Deloitte Tax, LLP
10:40am- 11:00amBreak
Track A - Tuscany Ballroom DTrack B - Tuscany Ballroom F-H
11:00am - 12:00pm
468B - The Experts Anticipate Changes in the QI IndustryFinancing and Debt Issues in an Exchange
David Shechtman
Drinker Biddle & Reath LLP
Louis S. Weller
Deloitte Tax, LLP
Terence F. Cuff
Loeb & Loeb, LLP
Jeffrey T. Lawyer
Womble Carlyle Sandridge & Rice, PLLC
12:00pm - 1:30pm - Lunch Break - Tuscany Ballroom E
Guest Speaker: Ken Mattingly
1:30pm - 2:20pm
Gain and Basis; Exchange Expenses and Closing StatementsNon-Real Estate Exchanges
Charles H. Egerton
Dean, Mead, Egerton, Bloodworth, Capouano & Bozarth, P.A.
Jeffrey T. Lawyer
Womble Carlyle Sandridge & Rice, PLLC
Adam Handler
PricewaterhouseCoopers, LLP
David Shechtman
Drinker Biddle & Reath LLP
2:20pm - 3:10pm
Security of Exchange FundsREIT's and 1031
Terence F. Cuff
Loeb & Loeb, LLP
David Shechtman
Drinker Biddle & Reath LLP
Adam Handler
PricewaterhouseCoopers, LLP
Robert D. Schachat
Ernst & Young LLP
3:10pm - 3:20pmBreak
3:20pm - 4:00pm - General Session: §1031 Question and Answer Session
Panel of Speakers
Topics and speakers are subject to change without notice.
Contact Us
Wachovia Exchange Services
(888) 693-5566
Fax: (336) 732-1031
Monday - Friday
9:00am - 8:00pm ET
1031.exchange@wachovia.com