500+
Seminars Delivered

Custom
Tailored Content

No Cost
Free Educational Service

Who Should Attend

Our seminars are designed for professionals and investors who want to understand the
strategic advantages and compliance requirements of 1031 exchanges.

Real Estate Broker

Learn how to advise clients on tax-deferred exchanges and grow your practice

  • Client retention strategies
  • Exchange coordination
  • Competitive advantage

Property Investors

Understand how to defer capital gains and
build wealth through strategic exchanges

  • Tax deferral strategies
  • Portfolio growth
  • Timing considerations

Professional Groups

CPE-eligible presentations for CPAs,
attorneys, and financial advisors

  • Continuing education
  • Client advisory skills
  • Referral opportunities

You remain the trusted advisor while we handle the risk-sensitive mechanics behind the scenes.

Flexible Formats for Your Needs

We offer multiple presentation formats to accommodate your schedule, location, and audience size.

In-Person Presentations

We’ll come to your office, conference room, or event venue for an interactive presentation with Q&A.

  • 30-90 minute sessions
  • Print materials included
  • Custom content for your audience
  • Interactive Q&A session

Virtual Webinars

Live online presentations that allow your team to participate from anywhere with full engagement features.

  • Zoom or Teams compatible
  • Live chat and Q&A
  • Screen sharing & slides
  • Recording available upon request

Conference Breakout Sessions

Scheduled presentations at industry conferences, association meetings, or professional gatherings.

  • 30-60 minute sessions
  • CEU/CPE eligible options
  • Conference-ready materials
  • Booth or breakout formats

Seminar Topics

We customize our content based on your audience, but typically cover these essential topics.

Exchange Fundamentals

  • What qualifies as like-kind property
  • The role of a Qualified Intermediary
  • Critical timelines: 45-day and 180-day rules
  • Boot and tax liability basics

Strategic Applications

  • Portfolio consolidation and diversification
  • Estate planning with exchanges
  • Leveraging 1031 for wealth building
  • Multi-property exchange strategies

Transaction Mechanics

  • Coordinating with escrow and title
  • Exchange document requirements
  • Handling earnest money deposits
  • Working with lenders during exchanges

Advanced Structures

  • Reverse and construction exchanges
  • Improvement exchanges
  • Delaware Statutory Trusts (DSTs)
  • Opportunity Zone considerations

Compliance & Risk

  • IRS regulations and reporting
  • Common disqualifying mistakes
  • Related party transactions
  • Boot identification and mitigation

For Real Estate Professionals

  • How to recognize exchange opportunities
  • Advising clients on timing considerations
  • Coordinating with QIs and attorneys
  • Marketing your exchange expertise

We tailor our presentations to your audience’s experience level and specific interests. Let us
know what topics matter most to your group when you submit your request.

Request a Seminar

Complete this form to request a custom 1031 exchange seminar for your organization or group. We’ll respond within one business day to confirm availability and discuss your specific needs.



What to Expect

Fast Response

We’ll contact you within one business
day to discuss your needs

Customized Content

Presentations tailored to your audience’s
experience level

Professional Materials

 Handouts, slides, and reference
materials provided

CEU/CPE Options

Continuing education credit available
for eligible audiences