Representing the Section 1031 Tax Deferred Exchange Client

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About This Course

Internal Revenue Code §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This CLE program will explain how to effectively represent the needs of their clients who are contemplating an exchange.

The program will discuss:

  • The qualifications and requirements for an exchange
  • Preparation of the sales contract, settlement statement and other closing procedures
  • Considerations for refinancing and 1031 exchanges
  • The procedures for the proper identification of replacement property
  • Investor strategies – retirement and estate planning tools
  • Alternative exchange structures – parking arrangements: reverse exchanges, improvement exchanges, and reverse/improvement exchanges
  • Replacement Property options- DSTs and Triple Net Lease properties

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