Representing the Section 1031 Tax Deferred Exchange Client


Representing the Section 1031 Tax Deferred Exchange Client

Start 01/22/2024 - 6:45 PM
End 01/22/2024 - 8:00 PM


Internal Revenue Code §1031 tax-deferred exchanges provide tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This program will explain how to effectively represent the needs of their clients who are contemplating an exchange.


The program will discuss:


  • The qualifications and requirements for an exchange;
  • Preparation of the sales contract, settlement statement and other closing procedures;
  • Considerations for refinancing and 1031 exchanges;
  • The procedures for the proper identification of replacement property;
  • Investor strategies – retirement and estate planning tools;
  • Alternative exchange structures – parking arrangements: reverse exchanges, improvement exchanges, and reverse/improvement exchanges;
  • Replacement Property options- DSTs and Triple Net Lease properties;



David Feeser, Legal 1031



1.5 NY Credits: 1.5 Skills; Transitional and Non-transitional; 1.5 NJ Credits: 1.5 General



To register: click the Register button below. The website will prompt you to log in or create an account to complete the checkout. If you are not a member, please join the membership before completing the checkout to take advantage of the member’s price. Registration closes 30 minutes before the program.

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Webinar Link: After completing the checkout, you will receive a separate email with webinar access instructions. That email will arrive closer to the program start time. If you are still waiting to receive an access email 30 minutes before the program, please email

Course Materials: We will email the link to download course materials 30 minutes before the program starts.

CLE Certificates (if applicable): After verifying your attendance, we will add your certificate to the “Download CLE Certificates” page, which you can access from your “My Account” page.

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