The 1031 Tax Exchange
4 clock hours
C-4701
 

• Learn how to differ capital gains and depreciation recapture through 1031 exchange

• Examine when best to use (and when not to) a 1031 exchange.

• Learn alternative tax deferment options. 

• Learn terminology, the basic structure, and required timing of a 1031 like-kind exchange. 

• Identify the various types of 1031 exchanges and discover what facts lead to the choice of one type of exchange over another.

• Learn to calculate a 1031 exchange time-line, boot, and tax benefits. 

• Investigate the scenario of when a 1031 is an effective choice for your real estate clients.

• Learn about the (non) regulation of the 1031 exchange industry.

Learn the nuts and bolts of a 1031 like-kind exchange, the different types of such exchanges, and the benefits of a 1031 exchange.  Identify when it is best to enter into (and when not to) a 1031 exchange.  Examine the 1031 exchange industry and learn tips on what to look for when involved in a 1031 exchange.

Legal Disclaimer

This course is for educational purposes and is intended to 
provide an overview of the issues discussed.  It is taught with the
understanding that the purpose is not to render legal, tax, accounting, or
other professional advice.  Although this information is prepared by
professionals, it should not be utilized as a substitute for professional
service in specific situations.  Participants are encouraged to seek 
independent advice from a professional if such services are needed.