Understanding 1031 Exchanges: Rules, Risks & Opportunities

🔹 For Attorneys

This session provides a focused review of the legal framework governing 1031 exchanges, including compliance requirements, identification rules, timing deadlines, and safe harbor provisions. Attorneys will gain clarity on risk exposure, documentation best practices, and how to structure exchanges to protect clients while minimizing liability.

🔹 For Realtors

Learn how 1031 exchanges can create additional transaction opportunities and strengthen client relationships. This session covers key timelines, exchange structures, and coordination with qualified intermediaries, helping real estate professionals guide clients confidently while avoiding common deal-disrupting mistakes.

🔹 For Investors

Discover how 1031 exchanges can defer capital gains taxes and support long-term portfolio growth. Investors will gain a practical understanding of eligibility rules, deadlines, risks, and strategic considerations to maximize reinvestment potential and build wealth through tax-efficient real estate transactions.