1031 Exchanges
Move beyond the basics: timelines, replacement property, debt considerations and advisor coordination.
Speaking topics
Choose a focused subject or connect the topics in a broader program for your professionals.
Move beyond the basics: timelines, replacement property, debt considerations and advisor coordination.
Understand the structure, the role in a 1031 exchange and the risks professionals need to recognize.
Help your audience distinguish today’s rules from the next era of Opportunity Zone planning.
A comparative framework for capital-gain planning, replacement-property choices and the role of the professional advisory team.
Is the audience new to 1031 exchanges? Working through replacement-property challenges? Preparing for the next Opportunity Zone era? We can tailor the emphasis and level of detail to the people in the room.
Programs are available for CPAs, tax attorneys, commercial real estate brokers, business brokers, qualified intermediaries and financial professionals.
Let’s shape a program around your professionals, your event and the questions their clients are asking.