1031 Exchange Basics Class

Interesting, Fast Paced, Challenging

Learn how a 1031 exchange works, get definitions of frequently used terms, learn about relevant tax code and hear interesting real-life stories of how 1031 exchanges have helped clients invest thousands (even hundreds of thousands) more by deferring their capital gains taxes. You'll also learn when a 1031 exchange cannot or should not be used. 3 CE credits.

1031 Exchange Basics Class Outline

Definition of 1031 Terms

Why Exchange: What Is a Capital Gain

Tax Code Comparison: 1034 and 1031

What Is In This For Me? How To Make More Sales

IRC 1031 History

What Is Like Kind Property?

• Real Property
• Personal Property

The Exchange Process

• Timing 46/180
• The RULES

Balancing the 1031 Exchange: Evaluating Your Clients Exchange

Types of Exchanges

• Simultaneous
• Delayed
• Reverse
• Improvement

Your 1031 Exchange Basics class instructor is an experienced, 1031 exchange facilitator in your area.

Click here for more information and to schedule a class in your area. Classes available in California, Nevada and Washington.