1031 Exchanges
Exchange planning, replacement property and professional coordination.
1031 exchange speaking & education
Practical 1031 exchange education for CPAs, brokers, attorneys, QIs and financial professionals.
Featured program
Explore the planning questions that arise when clients sell appreciated business or investment real estate. Programs connect the exchange framework to transaction realities, replacement-property decisions and the responsibilities of the professional team.
Participants leave with a clearer framework for recognizing exchange issues and identifying questions to raise with the client’s CPA, attorney and qualified intermediary.
Available for conference sessions, CPE/CE programs, lunch-and-learns, webinars, panels and private firm education. Scope and depth are tailored to your audience.
Programs are educational. CPE/CE credit requirements are confirmed with the hosting organization. Tax, legal and investment outcomes depend on the applicable rules and individual facts.
Share your audience’s background and the planning questions you want the program to address.
Organizer questions
Paul Hogenson presents 1031 exchange education for CPA societies and firms, commercial real estate brokers, tax attorneys, qualified intermediaries and financial professionals. The program focuses on recognizing planning issues and coordinating the professional team.
Yes. The exchange program can include DSTs as a potential replacement-property structure, with discussion of due diligence, investment limitations and coordination with tax and legal advisors. A dedicated DST session is also available.
Request Paul through the Book Paul form and include your audience, preferred dates, delivery format and agenda. Conference sessions, webinars, lunch-and-learns, panels and private firm education are available; CPE or CE requirements are coordinated with the host.
Section 1031 applies to qualifying business or investment real property exchanges. Cash or other nonqualifying property can trigger gain recognition. The presentation helps professionals identify questions to coordinate with the client’s tax team and qualified intermediary.
Reviewed October 6, 2026. IRS: Like-kind exchanges.
Choose a focused session or combine subjects around your audience’s questions.
Exchange planning, replacement property and professional coordination.
Structure, due diligence, sponsor questions and investment risks.
Compare partnership contributions, trust interests and co-ownership.
Separate existing Opportunity Zone rules from the 2027 framework.
Asset classification, timing, documentation and deduction limitations.
Taxable conversion amounts, timing and coordinated retirement planning.
Ownership structures, deduction questions and economic risks.
Connect the strategies while evaluating tradeoffs and client suitability.