This course is designed for accountants, CPAs, and tax advisors who want to dive deep into 1031 exchanges. This course will demonstrate the nuances of a 1031 exchange and how savvy real estate investors are leveraging IRC Section 1031 to defer taxes, build wealth, and make informed real estate decisions.

After some foundation-building on this subject, our presenter will showcase a cutting-edge 1031 AI tool that can answer complex 1031 questions in seconds.

This course will include an interactive Q&A to answer 1031 questions in real-time via the presenter's AI platform and will include details on where to access this AI along with sharing other best-in-class 1031 resources.

Learning Objectives:

• Identify how a 1031 Exchange works including a deep dive into the entire exchange process


• Recognize why real estate investors should exchange and not sell investment property by utilizing a strategy that defers up to 4 levels of tax, including Section 1411 Net Investment Income Tax, and allows clients to compound their property portfolio tax-free


• List the 3 tests a client must pass to qualify for the 1031 tax deferral


• Evaluate case studies to maximize a client's tax deferral and a calculator to quickly calculate a client’s capital gains, tax exposure and reinvestment required to maximize the 1031 tax benefit


• Outline the 2 most common objections to 1031s, how to overcome these challenges and how to position for a successful 1031 exchange outcome


• Demonstrate a cutting-edge 1031 AI research tool trained on 1,985 pages and 808,355 words of Treasury Regulations, Revenue Procedures, IRS Field Notes, Technical Memorandum, Revenue Rulings and Opinion Letters


• Recognize 1031 expert tools including a 1031 calculator, a tool that’ll quickly help you understand a client’s capital gains and 1031 exchange savings

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

EA Approved

CPAacademy.org (Sponsor Id#: HURS9) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222