1031 Exchange Essentials for Real Estate Brokers

With Kyle Williams, Senior Vice President of Velocity 1031

3 CE Credits

Wednesday, July 10

11:00am-2:00pm - Lunch Included

at the KCAR Office 

REGISTER HERE

 Discover the power of 1031 exchanges! In this course you will learn how to harness this powerful tax deferral strategy to help investor clients grow their real estate portfolios and build wealth over time. From the basics of defining key terms, identifying property types and how to work with investors, to mastering the strict timelines, and helping clients exchange into their dream home and estate planning – elevate your real estate expertise with this comprehensive CE course!

Kyle Williams is a graduate of Central Washington University and has been involved in thousands of 1031 exchanges. His experience in working with brokers, CPA's, wealth managers, investors, and all other manner of real estate professionals, along with some extended discussions with a few select legal, tax, and tech pros, has led Kyle to a state of the art solution for Exchangers. We hope you'll join us as Kyle guides us through the following class outline: 

I. Intro to 1031s

     A. Terms

     B. Working with Investors

     C. What a 1031 Exchange Looks Like

     D. Like Kind vs Non-Like Kind Properties

     E. Marketing for Brokers Using 1031s

II. Real Estate in Action

     A. Exchanging Into Your Dream Home

     B. The 121 Exclusion

     C. Holding Period Requirements

     D. Court Cases

III. Timeframes and Requirements

     A. Identification and Closing in a 1031

     B. Getting Listings Through Passive Real Estate Options

     C. Estate Planning

     D. 1031 Regulations

REGISTER HERE

This class is FREE to KCAR Members as a feature of your membership - make sure you are logged into your account to get member pricing.

Contact Katie Revis, Director of Operations, if you have any questions or need any assistance registering.

360-692-8852

[email protected]