Webinar: Lunch and Learn Series by VASEA

VASEA

About This Summit

The Lunch & Learn Webinar Series will be presented as 6 individual “Lunch & Learn” webinars on November 8, 9, 10, 15, 16, and 17. Each webinar will be 1 to 2 hours depending on the topic.

Register for the 6-webinar package and save, or register for each webinar individually.

Schedule
Tuesday, November 8, 2022, 12-1pm ET
1031 Exchanges and Updates
QSRNU-T-00585-22-O

Wednesday, November 9, 2022, 11am-1pm ET
Cost Segregation
QSRNU-T-00580-22-O

Thursday, November 10, 2022, 12pm-1pm ET
Protect your Practice with Engagement Letters
QSRNU-T-00581-22-O

Tuesday, November 15, 2022, 12pm-1pm ET
Introduction to Trusts
QSRNU-T-00582-22-O

Wednesday, November 16, 2022, 12pm-1pm ET
2848 &8821 Nuts and Bolts
QSRNU-T-

Thursday, November 17, 2022, 12pm-1pm ET
An Overview of IRS-Criminal Investigation
QSRNU-T-00583-22-O

Registration Fee
$125 Members / $195 Non-Members*
*Join VASEA for $85 per year.

Refund Policy
Refunds will be honored if written notification is received at the Administrative Office up to 5 days prior to the date of the course. A processing fee of $25 will be deducted from the refund. If the total registration fee was less than $25, no refund will be granted. Transferring the registration to another individual is allowed up to 5 days prior to the program date. Transfers or cancellations within 5 days of the course will not be accepted. “No Shows” forfeit their fees. For more information regarding refund, cancellation and complaint policies, please contact the VASEA office at (804) 723-5888.

Cancellation
VASEA reserves the right to cancel any program or course for circumstances that are not under direct control of VASEA. If a course or program is cancelled, registrants will be notified via email at the address listed on their registration form.

Complaint Resolution Policy
For more information regarding refund, cancellation and complaint policies, please contact VASEA Administrator, Heather Greenwell, CAE at admin@vasea.org or call (804) 723-5888.

Questions
Contact Heather Greenwell, CAE, VASEA Administrator, at (804) 723-5888.

Meet The Presenters

William V. Horan, CES®

Bill Horan is President and owner of Realty Exchange Corporation, a qualified intermediary for Section 1031 tax-deferred exchanges. Realty Exchange Corporation has successfully structured many thousands of exchanges since 1990.

Bill is a past President and board member of the Federation of Exchange Accommodators (FEA), the national organization of Qualified Intermediaries, and carries the Certified Exchange Specialist® (CES®) designation. He has twice received its President’s award for outstanding dedication and service. He is actively involved with exchange regulations at the state and national level with Congress, IRS, and Treasury.

Bill has been instructing in the subject of 1031 exchanges for over 18 years.
Carol May

Carol is an Enrolled Agent and Certified Financial PlannerTM at Wesling Financial Planning Services, a fee-only financial planning firm serving both hourly and retainer-based clients. Carol provides services in tax preparation and planning, as well as retirement, estate, investment, and insurance planning.

She has a particular interest and expertise in trust and estate taxation. Carol is a NTPI Fellow and represents clients in front of the IRS and state taxing authorities.

In her prior career, Carol served as a government contractor, performing scientific work and managing complex physics and software development programs. She earned her BS in Engineering Science and Mechanics from Virginia Tech, MS in Mechanical Engineering from Stanford University, and completed a post-graduate fellowship in computational fluid dynamics in Göttingen, Germany.

Sessions in this Summit

1031 Exchange

$35.00
Cost Segregation

$70.00
Engagement Letters

$35.00
Introduction to Trusts

$35.00
2848 & 8821 Nuts & Bolts

$35.00
Criminal Investigation; “What Do You Do When It Turns Criminal”

$35.00

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Lunch and Learn Series

About This Summit

Meet The Presenters

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