About this Event
Class IN PERSON ONLY - 13145 Spring Cypress Rd Bldg. 2, Cypress, TX 77429
A 1031 exchange is one of the most powerful tools available for real estate investors to defer capital gains taxes and build long-term wealth—but do you know how to guide your clients through the process? This class provides real estate agents with a clear and practical understanding of 1031 exchanges, ensuring you can add value to your clients and expand your expertise.
Topics covered include:
What a 1031 exchange is and how it benefits investors.
The "like-kind" qualification and what properties qualify.
A step-by-step breakdown of the 7 essential steps in the exchange process.
The role of a Qualified Intermediary (QI) and why they are required.
Critical IRS-imposed timing rules and two key deadlines to follow.
The four different types of exchanges and when to use them.
By the end of this course, you'll have the confidence to educate clients on tax-deferred exchanges, help them avoid common pitfalls, and position yourself as a knowledgeable resource in the real estate investment world. Whether you're new to 1031 exchanges or looking to deepen your expertise, this class will give you the tools you need to succeed.
Understaning 1031 Exchanges For Real Estate Agents! TREC Course #50155
Instructed by:
Chris Wooldridge
Financial Advisor I Registered Representative
Western & Southern Financial Group
1616 S Voss Rd, #500, Houston TX 77057
832-623-4268
[email protected]
W&S Brokerage Services Registered Representative #06555 / Insurance License #2958061
Lunch Sponsor:
Kaye McGill, Great American Title
Business Development Manager
[email protected]
281.598.4700, office
713.614.4557, cell
Event Venue & Nearby Stays
13145 Spring Cypress Rd, 13145 Spring Cypress Road, Cypress, United States
USD 0.00
