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1031 Exchange Webinars
Education for Investors and Real Estate Professionals
Our webinar series features five in-depth courses taught by four seasoned instructors who together bring over 70 years of 1031 Exchange and real estate experience. Each session is designed to provide practical, actionable insights drawn from decades of hands-on work in the industry. Whether you’re new to exchanges or looking to refine your expertise, these webinars offer the knowledge and guidance you need to succeed.
Instructors
Course
Description
1031 Exchange Basics is designed to teach the real estate investor and real estate agent how to properly structure a tax deferred exchange. Each of the four basic 1031 Exchange guidelines is covered in detail:
(1)Property Qualifications, (2) Reinvestment Requirements, (3) Timeline and (4) Identification Rules. Also discussed is the role of the Qualified Intermediary and alternative ways to structure a 1031 Exchange.
The Advanced Strategies workshop delves deeper into the concepts of “1031 Exchange Basics”, exploring in more detail holding requirements, partial exchanges, the concept of ’boot’, LLC’s, Partnerships and Trusts, as well as Reverse and Construction Exchange structures. In addition, tax principles such as cost basis and gain calculation are discussed. Students will also learn the driving factors motivating 1031 Exchangors as well as strategies for turning tax deferral into tax avoidance.
The “Pitfalls & Problems” workshop highlights real life examples of issues that can cause a 1031 Exchange to fail and how to avoid them. Included is a discussion of ‘grey area’ issues, related parties, tax entities, seller carryback notes, boot, vacation home exchanges, foreign sellers and more.
This class is specifically designed to teach real estate agents how to secure new listing from investors looking to 1031 Exchange. Participants are taught the fundamentals of the 1031 Exchange process but also how to build farm lists and create engaging marketing letters. This class is a must for any agent looking to take their businesses to the next level.
Approved with the FL Real Estate Commission for 2 C.E. hours. The class will provide attendees with detailed knowledge of 1031 Tax Deferred Exchanges and how to use them as a tool to increase business. Don’t miss out on a chance to learn about one of the greatest wealth building tools available to investors.