Smart Tax Deferral Strategy: A 1031 Exchange Guide for Clients Selling Investment PropertiesSmart Tax Deferral Strategy: A 1031 Exchange Guide for Clients Selling Investment Properties

February 20, 2025

1 Hr View

Date: Mar 20, 2025

Time: 2:00 pm EDT

Duration: 1 Hr

Already have an account?

Are your clients or investors considering selling their investment properties but worried about tax implications? A 1031 exchange can help defer taxes, preserve wealth, and transition property owners to passive income.

Join this in-depth webinar as an expert panel walks you through the scenarios investment property owners face, why they choose to transition from hands-on property management, the 1031 exchange process from sale to reinvestment, and the tax-saving opportunities available through a 1031 exchange with a trusted sponsor.

Key Takeaways:

Understand the tax benefits and wealth preservation opportunities of a 1031 exchange.
Learn how to help clients transition from active property management to passive income investments.
Discover how RIAs, real estate brokers, and sponsors collaborate to guide investors through the 1031 exchange process—from selling to reinvestment.

Whether you’re an advisor looking to offer clients valuable alternatives to property sales or an investor exploring ways to maximize your real estate returns, this webinar will provide actionable insights, expert guidance, and a clear path forward.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Speakers