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Best Practices To Complete A 1031 Exchange
Review of the benefits of completing a 1031 exchange, as well as eligibility requirements, potential pitfalls, and other considerations for high net worth clients.

Learning Objectives: 1) Understand eligibility requirements for a 1031 exchange and the circumstances in which this transaction can reduce tax liabilities; 2) Understand the timeline and process for completing a 1031 exchange, including commonly encountered issues; 3) Understand the various types of exchanges, including forward exchanges and reverse exchanges.

This webinar has been accepted by the CFP Board for 1 hour of CE credit.


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Justin Amos
JTC Americas
Jimmy Atkinson