1031 Seminars and Classes

The following 1031 courses about tax deferred investments are offered by 1031 Corporation Exchange Professionals, located in the State of Colorado. Classes, which provide Continuing Education credits to Colorado Realtors, are given to Real Estate, Financial and Legal Professionals as well as individual investors upon request. These courses provide Continuing Education credit for Colorado ONLY. Please contact us if you would like further information or have questions about organizing a 1031 exchange class or investment seminar for your organization or group, in person or online.

• Introduction to 1031 Exchanges
• Advanced 1031 Exchange Strategies

Introduction to 1031 Exchanges

This 1 hour class provides the basics of a 1031 Exchange, the definition of a "like-kind" exchange, investor motives and the delayed exchange process. We will cover the basic rules of a 1031 exchange and provide some background on 1031 Corporation and its affiliation with FirstBank. This class is offered as a one hour Continuing Education (1 CE) credit class.

Its intended audience is Realtors, Accountants, Attorneys, Lenders and Financial Advisors that desire a brief overview of IRC Section 1031 rules and the Delayed Exchange process.

Advanced 1031 Exchange Strategies

This class provides a short overview of the basics of an exchange and quickly moves to more advanced 1031 exchange strategy and structure. It briefly covers the Delayed Exchange process and provides a quick review of the basic rules.

Time will be dedicated to the Reverse Exchange and Improvement Exchange process and the unique structure and financing considerations these exchanges create. Partnership issues, related party concerns and seller carry-back notes are also addressed.

Advanced exchange strategy involving personal residences and vacation properties as well as other exit strategy options such as upREITs and Tenant In Common (TIC) ownership will be addressed.

This class is intended for Realtors, Accountants, Attorneys, Lenders and Financial Advisors that have previously taken a course on 1031 exchange basics or have a general knowledge of 1031 exchange rules and processes and would like to further their knowledge of this beneficial tax strategy. This class is offered as a two-hour Continuing Education (2 CE) credit class.