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IRC §1031 Tax-Deferred Exchanges – A Comprehensive Overview
Course Information
Content Level: Intermediate
NAPFA Subject Area: D-Income Tax Planning
Course Description
This program illustrates the benefits of using §1031 tax-deferred exchanges for clients to protect them from paying taxes after the disposal of real estate investments. The course details the entire exchange process, as well as covers some of the more complex applications of §1031 to ensure exchanges are well-received by the IRS. If the financial planner does not understand the basics of a 1031 Exchange, their clients could face significant tax consequences.
Learning Objectives
  1. Develop an understanding of the 1031 Exchange process and be able to assist in setting up a 1031 Exchange for clients.
  2. Be able to identify what type of property qualifies for the 1031 Exchange.
  3. Be able to perform simple capital gains calculations and to illustrate the basic tax consequences
Whitney Brennan
Whitney Brennan is a Vice President with IPX1031, a firm focusing solely on 1031 tax-deferred exchanges. She frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals, and investors. She received her bachelor’s degree in political science from the University of California, Berkeley.
Availability: On-Demand
Expires on Oct 14, 2022
Cost: Member: $39.00
Non-Member: $59.00
Credit Offered:
1 NAPFA CE Credit
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