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The 1031 Exchange Explained:
A Professional's Guide to Advising Clients, Avoiding Mistakes, and Understanding Different Investment Options
Join us for an in-depth webinar designed for CPAs, attorneys, real estate brokers and real estate owners on the 1031 Exchange—one of the most powerful tax-deferral strategies for real estate owners. This session will equip you to guide your clients more effectively, avoid common missteps, and leverage key investment options for maximizing the benefits of real estate exchanges.
What You’ll Gain:
- Insights on common 1031 Exchange pitfalls, including timelines, replacement property identification, and maintaining accurate documentation for client compliance
- A comprehensive, step-by-step overview of the exchange process, from the sale of a current property to the purchase of a replacement property
- Critical compliance rules, such as like-kind exchanges and managing equity and debt requirements to meet IRS standards
- An overview of investment options like Delaware Statutory Trusts (DSTs), 721 exchanges, Triple Net Lease (NNN) properties, and Tenants in Common (TICs), with guidance on selecting the best fit for various client needs
- Strategies to help your clients defer taxes and expand their real estate portfolios through tax-advantaged investment opportunities
Hosted and Presented by ACG NJ Member
Paulo Aquilar
Partner, Senior Investment Advisor
Wealthstone Group
Hosted by: ACG
Chapter
New Jersey
Event Materials
Event Materials
This virtual event is for ACG Members Only.
Zoom Meeting login details will be shared in registration confirmation email and sent the day prior as a reminder.
Registration:
ACG Members Complimentary!
