Section 1031 Tax-Deferred Exchanges

Education Provider #0214030387 Course Approval #0211001387

In your career, you may encounter a transaction involving a property in a tax-deferred exchange. This course equips you with the knowledge and skills to comfortably guide investor clients through this process, where they can defer taxes on profits from one investment to fund another. You’ll understand key definitions, Starker’s Exchange background and application, and U.S. Internal Revenue Code requirements and IRS Safe Harbor Guidelines. Learn about tax advantages, the setup process, Qualified Intermediaries, and your role in the exchange. Be ready to guide clients through this intricate process and ensure compliance with deadlines.