1031 Exchanges: What Every Advisor Should Know
Section 1031 like-kind exchange education: identification, deferred exchange timing, replacement-property choices and the advisor’s role.
CPA societies · Accounting firms · Professional education
Education that connects technical concepts with the practical questions that arise before and during a transaction.
Flagship program
This program introduces a connected framework for evaluating 1031 exchanges, Delaware Statutory Trusts and Opportunity Zones in capital-gain and real estate planning conversations. Participants explore how the strategies differ, where transaction constraints matter and when coordination with other professionals is essential.
Audience: CPAs, tax professionals and related professional advisors.
Delivery: In-person or live virtual; conference, association or firm setting.
Suggested format: 60–90 minutes, with scope adjusted to the agenda.
Level, prerequisites and preparation: Finalized with the host based on the selected curriculum and audience.
CPE / CE credit: Credit hours, sponsor approval, field of study and eligibility are confirmed by the hosting organization. Credit is not automatically guaranteed by booking a session.
Section 1031 like-kind exchange education: identification, deferred exchange timing, replacement-property choices and the advisor’s role.
Structure, eligibility considerations, debt, due diligence and investment limitations.
A focused discussion of the changing framework and planning questions for the next era.
Include your sponsor requirements in the booking inquiry. We’ll coordinate the program description, learning objectives, timing and delivery requirements with your education team before the event.
Let’s shape a program around your professionals, your event and the questions their clients are asking.
Organizer questions
Credit is coordinated with the hosting organization. The host confirms sponsorship, credit hours, field of study and participant eligibility before promoting the event. Booking a presentation alone does not guarantee credit.
Advanced Tax Mitigation Strategies Every CPA Should Know connects 1031 exchange planning, Delaware Statutory Trust education and Opportunity Zone planning in a practical framework for professional advisors.
Yes. Paul offers firm training, lunch-and-learns, live webinars and association sessions. The topic, duration and level are coordinated with the organizer based on the audience and agenda.
Include your organization, audience, preferred dates, format, location, topic and any CPE or CE requirements. Use the Book Paul form to request a program discussion.