1031 Unleashed: A Deep Dive into Advanced Exchange Tactics
Note: This advanced webinar was recorded in January 2024 and discusses complex 1031 exchange strategies, including IRS guidance, safe harbors, and illustrative examples. Tax rules, enforcement interpretations, and numeric thresholds may change over time. Participants should consult current IRS guidance and qualified tax or legal advisors before applying these strategies.
Take your understanding of 1031 Exchanges to the next level with our upcoming advanced webinar. In Part 2 of this series, we transcend the basics covered in Part 1, delving into intricate strategies and essential details that are paramount for navigating the complexities of the real estate landscape including:
- A comprehensive understanding of various exchange types: Expand your knowledge and master the intricacies of different exchange types to confidently navigate diverse real estate transactions.
- Escrow File Requirements and IRS Audit Documentation: Develop proficiency in handling escrow file intricacies, including taxpayer identification and IRS audit documentation, ensuring compliance and efficiency.
- Handling Closing Disclosure and Modifying Documents: Enhance your skills in managing Closing Disclosure specifics and modifying documents for seamless exchanges, streamlining the transaction process.
Presenter:
Brendan Lewis, Asset Preservation, Inc.
Scott Saunders, Asset Preservation, Inc.
Pricing:
Member $40
Nonmember $54
CE Credit:
1.0 Escrow Credit

For those with some experience on the topic and/or the title industry. May include real-world application and/or specific and detailed information.
Under Procedural Rule P-28 II I-6, TDI will not award credit hours for completing the same course more than once per reporting period. Since this course is also currently available through another instruction method, you will not be granted credit for both the live and the on demand version of this course.