1031 Exchanges: What Real Estate Investors Need to Know

Lots of real estate investors have heard of 1031 exchanges or swaps, but few understand them well enough to use them properly. Learn how the exchange of one investment property for another can help you avoid, limit or defer capital gains taxes. And what about other alternatives? California Estate Planning Attorney Jim Cunningham & Christina Lindsey Orta of Ascent Wealth Management explain how these exchanges work.

If you’re tired of direct real estate ownership, you might consider the option of a 1031 tax deferred exchange into a professionally managed portfolio of properties. A vital legal webinar for any real estate investor!

Among the topics we’ll cover are:

How 1031 Swaps work
1031 Timelines
1031s with a Qualified Intermediary (QI)
Identifying Properties
1031 Guidelines for a successful exchange
Replacement Property Options

A vital legal webinar for any real estate investor!


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