Mastering the 1031 Exchange: Timelines, Types & Client Conversations Webinar

NEW! 

Help your investor clients preserve gains—and strengthen your value at the listing appointment—by mastering the practical side of 1031 exchanges. This on-demand webinar for NAR members explains what a 1031 is, when to use it, and how to keep clients on track with the deadlines and rules—without giving tax  or legal advice.

You’ll learn:

• The three exchange structures—Forward, Reverse, and Improvement—and when each applies. 

• The two requirements for full tax deferral: buy equal or greater value and reinvest all proceeds.

• The critical deadlines: 45-day identification (in writing) and 180-day completion.

• Why a Qualified Intermediary is required and how proceeds must be handled.

• When partial exchanges may still help—and why they’re penalized.

• Three listing-appointment questions you can use to start the 1031 conversation with sellers.

Who should watch:

NAR members—residential and commercial—who want confidence discussing 1031 exchanges with property owners and investors.

Presenter:

Aaron Kancevicius, 1031 Specialists—supported by NAR REACH (1031 Specialists notes it is the only Qualified Intermediary ever invited to join REACH).

Format:

On-demand webinar (digital access/download).

Compliance note:

This webinar is provided for educational purposes only and does not constitute legal, tax, or financial advice. 1031 exchange requirements are subject to change, and application may vary based on individual circumstances. Clients should always consult their own qualified attorney, CPA, and financial advisor before proceeding with a 1031 exchange.