Your clients will love you for
helping them save money

Are you a

  • Residential or Commercial Real Estate Agent

  • Accountant or CPA

  • Attorney

Small Classes, Conveniently Located

Classes are taught at your office. This makes classes convenient for you and makes it easy to hold small classes of 5-20 attendees so everyone can get as much individual attention as they want. Tuition is nominal ($5 or less per person). Real estate agents and accountants: ask us about receiving CE credits.

Classes include

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 Exchanges for Real Estate Agents

Designed for real estate agents who desire a working knowledge of the application and use of 1031 exchanges to benefit your clients. Learn the basics through intermediate level in this interesting class. 5 CE credits.

  • 1031 Exchange Basics for Real Estate Agents Class Outline
  • 1031 Exchange Basics
  • Capital Gains
  • Definition
  • Calculating Capital Gains
  • A Primary Residence vs Investment 1031 Property
  • How the 1031 Tax Provision Can Benefit a Real Estate Agent
  • The History of the 1031 Tax Provision
  • Like Kind Property
  • How the Exchange Process Works
  • Evaluation of an Exchange Transaction: Determining the Amount of Deferred Tax
  • Types of Exchanges
  • Simultaneous Exchange
  • Delayed Exchange
  • Reverse Exchange
  • Improvement Exchange
  • Your instructor is an experienced, 1031 exchange facilitator in your area.

Deepen Your 1031 Exchange Knowledge

The 1031 Exchange Advanced Class is designed for experienced realtors who have taken our 1031 Exchange Basics class or 1031 Exchange Basics for Real Estate Agents class. You’ll broaden your understanding of the benefits and application of 1031 exchanges. 3 CE credits.

  • 1031 Exchange Advanced Class Outline
  • Review of 1031 Basics
  • Types of Exchanges
  • Simultaneous
  • Delayed Reverse
  • Improvement
  • Issues Related to Exchanging
  • Why Exchange
  • New Types of Replacement Properties to Consider
  • Multiple Owners
  • Dissolving Ownerships
  • Non Refundable Deposits

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

Apply Now

Request a Class