1031 Strategies & Pitfalls to Avoid

This class is designed to help real estate professionals confidently guide clients through 1031 exchanges by identifying and avoiding the most common pitfalls. From improper property identification and missed deadlines to mishandling client expectations and misunderstanding IRS rules, we will cover the key issues that often derail exchanges. Realtors will gain practical tips, compliance insights, and real-world examples to better support investor clients, reduce liability, and add value to their services.
Topics Covered:
IRC Section 1031 Overview
Identification Rules and Regulations
Partial Exchanges vs Full Tax Deferral
Qualifying like-kind replacement property
Creative like-kind replacement property
DST's, oil & mineral rights, wind turbines, gas royalties
Exchanging Entities & Related Parties
The Exchange Equation
Section 1031 and Section 121
Rev-Proc 2008-16 Vacation Rentals
Cash Boot & Mortgage Boot/ Partial Exchanges
Reverse Exchanges
Why Attend?
Don't let your clients' exchanges fall apart - or worse, trigger unnecessary taxes. Master the most common missteps before they cost you business. Whether you're new to 1031 Exchanges or want a refresher, this session will leave you better prepared to spot red flags, add value, and protect your reputation as a trusted real estate professional.