1031 Exchanges
Exchange planning, replacement property and professional coordination.
Professional speaking & education
A planning discussion about converting traditional IRA assets to a Roth IRA, including the current tax cost and questions for the professional team.
A Roth conversion generally includes previously untaxed traditional IRA amounts in income for the conversion year. After-tax basis requires separate analysis. Conversions made in 2018 or later cannot be recharacterized back to a traditional IRA. The decision calls for a client-specific review rather than a universal conversion recommendation.
Designed for CPA firms and associations, tax attorneys, real estate and business brokers, qualified intermediaries and financial professionals. Available as a conference session, lunch-and-learn, webinar, panel or firm training. Scope, level and duration are agreed with your organizer.
Paul has spoken to dozens of real estate broker groups and several CPA groups, and has delivered lunch-and-learns for tax attorneys and other professional groups. Meet Paul →
CPE or CE eligibility and credit administration must be confirmed with the hosting organization before advertising credit. Review program planning →
Generally, previously untaxed amounts converted from a traditional IRA are taxable. Existing after-tax basis may change the taxable portion. The program explains questions to review with the client’s CPA; it does not calculate an individual conversion amount.
Yes. Share your audience’s experience, learning goals and time available. We can focus the discussion on the planning questions most relevant to your group.
The session provides professional education and discussion frameworks. Individual tax, legal and investment decisions require review by the client’s own professional team.
Educational content reviewed October 6, 2026. Primary references: IRS Publication 590-A: Roth conversions · IRS Form 8606 instructions: basis and conversions.
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.
Share your date, audience and preferred format to start planning your program.