Schedule a 1031 Exchange Class at Your Office

Your Clients Will Love You for Helping Them Save Money

Are you a

  • Residential or Commercial Real Estate Agent
  • Accountant or CPA
  • Attorney

Small Classes, Conveniently Located

Classes are taught at your office. This makes classes convenient for you and makes it easy to hold small classes of 5-20 attendees so everyone can get as much individual attention as they want. Tuition is nominal ($5 or less per person). Real estate agents and accountants: ask us about receiving CE credits.

1031 Exchange Basics

Interesting, Fast Paced, Challenging

Learn how a 1031 exchange works, get definitions of frequently used terms, learn about relevant tax code and hear interesting real-life stories of how 1031 exchanges have helped clients invest thousands (even hundreds of thousands) more by deferring their capital gains taxes. You’ll also learn when a 1031 exchange cannot or should not be used. 3 CE credits.

1031 Exchange Basics Class Outline

Definition of 1031 Terms

Why Exchange: What Is a Capital Gain

Tax Code Comparison: 1034 and 1031

What Is In This For Me? How To Make More Sales

IRC 1031 History

What Is Like Kind Property?

  • Real Property
  • Personal Property

The Exchange Process

  • Timing 46/180
  • The RULES

Balancing the 1031 Exchange: Evaluating Your Clients Exchange

Types of Exchanges

  • Simultaneous
  • Delayed
  • Reverse
  • Improvement

Your 1031 Exchange Basics class instructor is an experienced, 1031 exchange facilitator in your area.

1031 Exchange Basics for Real Estate Agents

1031 Exchanges for Real Estate Agents

Designed for real estate agents who desire a working knowledge of the application and use of 1031 exchanges to benefit your clients. Learn the basics through intermediate level in this interesting class. 5 CE credits.

1031 Exchange Basics for Real Estate Agents Class Outline

1031 Exchange Basics

Capital Gains

  • Definition
  • Calculating Capital Gains

A Primary Residence vs Investment 1031 Property

How the 1031 Tax Provision Can Benefit a Real Estate Agent

The History of the 1031 Tax Provision

Like Kind Property

How the Exchange Process Works

Evaluation of an Exchange Transaction: Determining the Amount of Deferred Tax

Types of Exchanges

  • Simultaneous Exchange
  • Delayed Exchange
  • Reverse Exchange
  • Improvement Exchange

Your instructor is an experienced, 1031 exchange facilitator in your area.

1031 Exchanges - Advanced

Deepen Your 1031 Exchange Knowledge

The 1031 Exchange Advanced Class is designed for experienced realtors who have taken our 1031 Exchange Basics class or 1031 Exchange Basics for Real Estate Agents class. You’ll broaden your understanding of the benefits and application of 1031 exchanges. 3 CE credits.

1031 Exchange Advanced Class Outline

Review of 1031 Basics

Types of Exchanges

  • Simultaneous
  • Delayed Reverse
  • Improvement

Issues Related to Exchanging

Why Exchange

New Types of Replacement Properties to Consider

Multiple Owners

Dissolving Ownerships

Non Refundable Deposits

Your 1031 Exchange Advanced class instructor is an experienced, 1031 exchange facilitator in your area.

Request a 1031 Exchange Class for Your Office or Group

Classes are held in California, Nevada, Oregon and Washington. You’ll hear from us within 36 hours on business days to confirm your class date and time. Feel free to call a facilitator near you if you’d like immediate assistance. Required fields in red.


Residential AgentsCommercial AgentsAccountants or CPAsAttorneysInvestorsOther


1031 Exchange Basics1031 Basics for Real Estate AgentsAdvanced 1031 Exchanges1031 In Office Presentation