Expertly Advise Your Clients on 1031 Exchanges
Get step-by-step guidance through the like-kind exchange process from real estate experts who handle them daily. Learn the role that each play in the process and get tips and strategies to ensure a successful transaction. Understand how to assist and counsel your clients attempting to exchange properties to avoid capital gains and minimize their income tax consequences too.
Learn to:
- Explain the key benefits of like-kind forward and reverse exchanges to your clients
- Identify recent legislative changes that may impact your client’s ability to do an exchange
- Draft airtight intermediary instructions to mitigate negative tax consequences
- Recognize potential pitfalls involved with exchanges and partnerships to adequately advise your client