Skip to main content
CFP Board Logo
Donate Find a CFP® Professional
Search CFP Board
Close Search
Close Menu
Donate
Back to Results
Conduct New Search

The 1031 Exchange: What You Need to Know

Topic

Tax Planning

Program ID

339738

Hours

1

Format

Live / Stand-alone Workshop or Seminar

Complexity

Intermediate

Description

This program will give a detailed overview of the 1031 exchange process that is used by real estate investors to defer state and federal capital gains taxes by reinvesting funds from the sale of investment real estate into more investment real estate. We will discuss the potential taxes and how an exchange needs to balance to defer 100% of the potential taxes. We will examine what constitutes like kind property. Securitized real estate such as the Delaware Statutory Trust (DST) and when it can best benefit clients will be discussed. The role of the Qualified Intermediary will be detailed.

Learning Objectives

1. Acquire a basic understanding of the 1031 exchange process and timeline. 2. Know the role of the Qualified Intermediary. 3. Develop a level of comfort with Delaware Statutory Trusts available to clients.