1031 Exchanges
Move beyond the basics: timelines, replacement property, debt considerations and advisor coordination.
National Tax Mitigation Speaker for CPAs
Complex strategies.
Clearer conversations.
Paul Hogenson helps tax, real estate and financial professionals understand the strategies their clients are asking about.
1031 EXCHANGES · DELAWARE STATUTORY TRUSTS · OPPORTUNITY ZONES 2.0
Paul Hogenson / Speaker. Educator. Practitioner.
Conference sessionsCPE / CE programsLunch & learnsWebinars & firm training
Education your professionals can use
Practical insight.
Built around real decisions.
When a client is selling appreciated real estate or a business, the conversation gets complicated quickly. Paul translates complex structures into useful questions, planning considerations and a clearer understanding of the advisor’s role.
Delaware Statutory Trusts
Understand the structure, the role in a 1031 exchange and the risks professionals need to recognize.
Opportunity Zones 2.0
Help your audience distinguish today’s rules from the next era of Opportunity Zone planning.
The flagship program
Advanced Tax Mitigation Strategies Every CPA Should Know
Give your audience a connected view of 1031 exchanges, DST replacement property and Opportunity Zones. This program brings the strategies into the same conversation—along with their limitations, tradeoffs and practical coordination needs.
Designed for CPA societies, accounting firms and professional education audiences. Adaptable for conference sessions and virtual programs.
Meet Paul
A practitioner’s perspective.
An educator’s approach.
Paul’s career spans mortgage lending, investment real estate ownership and tax-advantaged real estate strategies. As Founder and CEO of DST Investment Advisors and Opportunity Zone Advisors, he brings the perspective of someone who works at the intersection of the transaction and the professional advisory team.
Built for professional audiences
- CPA associations and accounting firms
- Tax attorneys and law firms
- Commercial real estate and business brokers
- Qualified intermediaries
- Financial professionals and professional associations
Programs are tailored to your audience’s experience, event format and learning goals.
Your event. Your format.
Bring the conversation to your audience.
Conferences & Panels
A focused session or moderated discussion that connects complex topics with the questions your members face.
Lunch & Learns
Practical, interactive education for CPA firms, law firms, brokerages and advisory teams.
CPE & Virtual Programs
Structured learning objectives and flexible delivery for associations and professional education organizers.
Bring practical education to your audience.
Let’s shape a program around your professionals, your event and the questions their clients are asking.
Speaking questions
Planning a program with Paul.
Who is Paul Hogenson?
Paul Hogenson is a professional speaker, educator and real estate practitioner presenting on 1031 exchanges, Delaware Statutory Trusts, Opportunity Zones 2.0 and advanced tax-mitigation strategies.
Who are Paul’s speaking programs designed for?
Programs are designed for CPA associations and firms, tax attorneys, commercial real estate brokers, business brokers, qualified intermediaries, financial professionals and professional associations.
What speaking formats are available?
Paul presents conference sessions, CPE and CE programs, lunch-and-learns, webinars, panels and firm training. The session is tailored to your audience and learning objectives.
How do I book Paul to speak?
Use the Book Paul to Speak inquiry form or call 480-914-1031. Share your event date, audience, topic and preferred format. Submitting an inquiry starts the planning conversation; it does not reserve a date.
Can a program offer CPE or CE credit?
Credit availability, eligibility and program requirements must be confirmed with the hosting organization. Paul’s program materials support planning around learning objectives and audience needs.