About this Event
Understanding 1031 Exchanges is one of the fastest ways to level up your value with investor clients. This session breaks down the process into clear, practical steps so you can recognize opportunities and protect your clients from costly mistakes.
In just one hour, you’ll learn the core rules, timelines, and requirements behind a successful 1031 Exchange. You’ll walk away knowing how to identify when a client might qualify, what red flags to watch for, and how to confidently guide them toward the right next step.
Key takeaways include:
• How the IRS defines a valid 1031 Exchange
• Critical deadlines your clients cannot miss
• How to spot qualifying properties
• What investors can and cannot exchange
• Strategies to better serve investor clients
• When to bring in a qualified intermediary
• Real examples of successful exchanges
This class is designed to keep things simple, practical, and immediately useful for your business. You’ll walk out with more confidence and a stronger value proposition for investor clients who rely on your guidance.
Seats are limited, so grab yours today and earn 1 CE credit while building a new skill set that can strengthen your repeat and referral business.
Instructor & Host
🎤 Instructor: Aaron Shields, Business Development Director at Accruit | Exchange Manager Pro
Host: This event is hosted by Jerad Larkin, Account Executive with Chicago Title Colorado. Known as a marketing consultant who sells title insurance, Jerad helps real estate professionals grow their business by teaching digital advertising, social media, video marketing, and the latest AI tools and resources. He hosts more than ten workshops and events every month to educate and empower agents in the Denver real estate community.
Event Venue & Nearby Stays
Chicago Title - Cherry Creek, 55 Madison St, Denver, United States
USD 0.00
