4-Hour CE Elective

Exchange This

A real estate pro’s guide to IRC §1031 exchanges

Learn the tax-deferral strategy your investor clients keep asking about. We cut through the IRS code into plain language, real timelines, and the kind of worked examples you can actually use on your next deal.

Enroll for $604 hours · In-person or live online

Why it matters

The move that keeps your clients’ money working.

A 1031 exchange lets investors sell a property and roll the full proceeds into the next one without paying capital gains taxes up front. Understand it, and you become the agent investors trust with their biggest decisions.

Tax Deferral

Defer the capital gains

Clients reinvest the full sale proceeds instead of handing a chunk to the IRS up front.

Portfolio Growth

Trade up, faster

Deferred dollars stay invested and compound into bigger, better-performing properties.

Estate Planning

Step-up in basis

Held until death, the deferred gain can reset for heirs at a stepped-up cost basis.

What you’ll learn

Everything you’ll cover

Five units that take you from “what’s a 1031?” to running the numbers on a real exchange. Here’s how it’s taught:

✓Interactive games

✓“You Be the Judge” exercises

✓Real case studies

✓Worked tax math

Overview of 1031 Exchanges

Key termsLike-kind propertyHistorical backgroundBenefits for investors

Eligibility & Property Types

Qualifying salesNon-qualifying salesProperty types“You Be the Judge”

The 1031 Exchange Process

Qualified Intermediary45-day identification180-day closingMissing deadlines

Additional Strategies & Considerations

Taxable bootPartial exchangesReverse exchangeImprovement exchangeCase studies

Tax Implications & Benefits

Calculating deferred gainPotential tax savingsAllowable selling expensesEstate planning & step-up basis

Pick your format

Same course, same $60, same live and interactive feel. Choose how you want to show up.

In-Person

Course #4053

$60· 4 hours

Enroll now

Live Online

Course #4054