Exchange Services, Inc., an Idaho Corporation, and Montana Exchange Services, Inc. are proud of the continuing education classes that we offer. These courses are offered free of charge and are full of valuable information regarding exchange topics. Similar to our exchange transactions, these classes are clear, concise and flow smoothly through the entire exchange process. Also, in an effort to make your life easier, all CE credit reporting is taken care of by our office immediately after your course attendance.
Please contact us to see if we have a course scheduled in your area. If you would like to schedule a course in your area, please contact one of our offices.
Idaho
- Tax Deferred Exchange Fundamentals
Approved Course No. E0304 (2 Credits)
Montana
- Essentials of 1031 Exchanges
Approved Course No. 06-156 (2 Mandatory BRR Credits) - Advanced 1031 Exchange Issues
Approved Course No. 07-64 (2 Mandatory BRR Credits) - Commercial Property Investing: 1031s, TICs, and DSTs
Approved for 2 CLE Credits
This is an income tax term used to describe a change in the adjusted tax basis of property, allowed for certain transactions. The old basis is increased to market value upon inheritance, as opposed to a carry-over basis in the event of a tax free exchange.