Understanding 1031 Tax-Free Exchanges – Course Description (4-HOUR CE)
Understanding 1031 Tax-Free Exchanges is a practical course that explains how investors can defer capital gains taxes by exchanging one investment property for another under Section 1031 of the Internal Revenue Code. The course breaks down key concepts in plain language—like “like-kind” property, qualified use, timelines and deadlines, the role of a qualified intermediary, and common identification rules—so you understand how a 1031 exchange really works from start to finish.
Through simple examples and real-world scenarios, you’ll see how 1031 exchanges can be used to consolidate or diversify portfolios, increase cash flow, move between markets, or trade into different types of investment property while deferring tax. You’ll also learn the limits and risks of 1031 exchanges, and when to encourage clients to seek guidance from tax and legal professionals. By the end of this course, you’ll be better equipped to spot opportunities, set realistic expectations, and support investors who want to use 1031 exchanges as part of their long-term real estate strategy—while staying safely within your role as a real estate professional.
Understanding 1031 Tax-Free Exchanges – Course Description (4-HOUR CE)
Understanding 1031 Tax-Free Exchanges is a practical course that explains how investors can defer capital gains taxes by exchanging one investment property for another under Section 1031 of the Internal Revenue Code. The course breaks down key concepts in plain language—like “like-kind” property, qualified use, timelines and deadlines, the role of a qualified intermediary, and common identification rules—so you understand how a 1031 exchange really works from start to finish.
Through simple examples and real-world scenarios, you’ll see how 1031 exchanges can be used to consolidate or diversify portfolios, increase cash flow, move between markets, or trade into different types of investment property while deferring tax. You’ll also learn the limits and risks of 1031 exchanges, and when to encourage clients to seek guidance from tax and legal professionals. By the end of this course, you’ll be better equipped to spot opportunities, set realistic expectations, and support investors who want to use 1031 exchanges as part of their long-term real estate strategy—while staying safely within your role as a real estate professional.
Explains 1031 exchanges in simple terms so you can discuss them confidently with investors.
Helps you spot opportunities for clients to defer capital gains taxes by exchanging properties.
Clarifies timelines, rules, and key players so you can set realistic expectations.
Strengthens your value as a trusted advisor while staying within your role as a real estate professional.
