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Mastering 1031 Exchanges: A Beginner’s Guide (On-Demand)

General Credits:
Original Date Of Course:

$179.00

Course Description

This course offers a clear and accessible introduction to IRC Section 1031 tax-deferred exchanges, ideal for beginners. It covers the three fundamental concepts of 1031 exchanges: “Like-Kind,” “Exchange,” and the role of a “Qualified Intermediary.” Participants will learn key terminology, capital gains tax basics, and the differences between sales and 1031 exchanges. The course also explores partnership issues, relevant exceptions, and practical strategies for transitioning from high-maintenance to low-maintenance real estate while deferring taxes. Additionally, it addresses delayed exchanges and like-kind property requirements to build a solid foundation in 1031 exchange principles.

Syllabus

  1. 1031 Exchange Terminology
  2. Capital Gain Taxes
  3. Sale vs a 1031 Exchange
  4. IRC §1031 and Exceptions
  5. Partnership Issues & §1031
  6. Like-Kind Real Property
  7. Delayed Exchanges

Instructor

Scott R. Saunders

Credit Details

Course Type

Course Instructor

Scott R. Saunders
Original Date Of Course

General Credits

1.5
Scott R. Saunders
Scott R. Saunders
Scott R. Saunders holds a Business Economics degree from the University of California at Santa Barbara and serves as Senior Vice President with Asset Preservation, Inc., a subsidiary of Stewart Information Services Corporation. With over thirty years in the exchange industry, he has structured thousands of IRC §1031 tax deferred exchanges and regularly presents intermediate and advanced §1031 strategies to accountants, attorneys, financial advisors, and real estate professionals nationwide.
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