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1031 Exchange Program Outline

1-Hour Program Outline for 1031 Exchanges

1031 EXCHANGE OVERVIEW AND BASICS 10 Minutes
Rules of a 1031 Exchange 5 Minutes
  • Basics of a 1031 Tax Deferral
  • Applications of 1031 Tax Deferrals
Ineligible Properties vs. Like-Kind Properties 5 Minutes
  • Property Types and Relevant Functions
WHY §1031 10 Minutes
§1031 As a Wealth Builder 5 Minutes
  • Optimization vs. Multiplication
§1031 As a Marketing Message 5 Minutes
  • Repetition
BENEFITS OF A §1031 EXCHANGE 20 Minutes
  • Leverage
  • Diversification
  • Consolidation
  • Cash Flow
  • Management Relief
  • Increase Depreciation
  • Estate Planning
EXCHANGE PROCESS 15 Minutes
Step. I. Sale of Relinquished Property 5 Minutes
  • Cooperation Clause
    1. Relinquished Property Exchange Addendum
    2. Assignment of Sale Contract
  • Holding Period
    Proceeds
Step. II. Identification of Replacement Property 5 Minutes
  • 45 Day Rule
  • 3 Property Rule
  • 200% Rule
  • 95% Rule
Step. III. Acquisition of Replacement Property 5 Minutes
  • 180 Day Rule
  • Napkin Rules
QUESTIONS AND EVALUATION 5 Minutes
Course Time Breakdown
Total Break Time 0 Minutes
Teacher Evaluation 5 Minutes
Total Instruction Time 55 Minutes
Total Class Time 60 Minutes