Free CE: 1031 Exchanges — When Can Your Client Defer the Tax? 2 CE
About this Event
This session helps agents and brokers — residential and commercial — recognize when a client can defer their capital gains tax, before they sell and it's too late. You don't need to be an expert. You need to know when to speak up and who to call.
A client selling a rental. A landlord tired of managing tenants. Someone who just inherited a property they're about to sell. Each of those is a tax-deferral opportunity hiding in an everyday transaction — and most agents walk right past them. The deal (and the client) goes to someone who recognized the moment. This session makes sure that's you.
What you'll learn:
- The everyday situations that signal a 1031 opportunity
- When a client can and can't defer capital gains tax
- The 45- and 180-day deadlines that make or break an exchange
- The one question to ask a seller before they list
- How to be the agent who spots it first
Taught by Daniel Osman, SVP at Deferred — the no-fee 1031 intermediary.
CE Credit: 2 hours of FREC CE credit will be granted for this course.
Free to attend, with a light lunch catered by Mazzaro's. Seats are limited so there's room for real questions.
Hosted by TitlePilot with Republic Bank. A Closer's Edge Live event.
Disclaimer: TitlePilot, Republic Bank, and Deferred are separate, independent companies and are not affiliated. This event is co-sponsored for educational purposes only; no endorsement of one company by another is expressed or implied.
Where is it happening?
Event Location & Nearby Stays:
USD 0.00
