Checkpoint Learning

Checkpoint Learning

Course Detail

Tax Skills You Need to Succeed: Like-Kind Exchanges (IRC §1031)   New

CATEGORY: Taxation
COURSE ID: W852T, VERSION 1.00
  Webinar
1 CPE Credits
Level: Overview
In today’s client-facing environment, tax professionals are expected to bring both technical knowledge and practical insight to every conversation. Building fluency in essential tax strategies helps professionals provide more meaningful value to clients, especially in areas that can ease transaction friction and optimize tax outcomes.

This series empowers tax professionals to strengthen their understanding of core areas of tax law with practical insights that improve client outcomes and enhance advisory conversations. Each session is designed to be concise, high-impact, and accessible for busy professionals looking to stay sharp and up to date.

The Tax Skills You Need to Succeed series includes four topic areas that can be taken together or independently.

  1. Tax Skills You Need to Succeed: Installment Sales (IRC §453) (W851T)
  2. Tax Skills You Need to Succeed: Like-Kind Exchanges (IRC §1031) (W852T)
  3. Tax Skills You Need to Succeed: Qualified Small Business Stock (IRC §1202) (W853T)
  4. Tax Skills You Need to Succeed: Opportunity Zones (IRC §1400Z-2) (W854T)
Tax Skills You Need to Succeed: Like-Kind Exchanges (IRC §1031)
This discussion will focus on building foundational knowledge to help tax professionals implement IRC §1031 Like-Kind Exchanges, one of the most powerful tools available when advising high-net-worth clients. Topics for this session will include the purpose and benefits of tax-deferred exchanges; key technical requirements for successful implementation; common scenarios such as second homes; deferred exchanges; timing considerations; and more!

Who should attend: Tax professionals and advisors seeking a concise, practical introduction to IRC §1031 Like-Kind Exchanges, an essential planning tool for clients involved in real estate or high-value asset transactions.

THIS WEBINAR IS NOT ELIGIBLE FOR CTEC OR CFP CREDIT.

Instructor: Joseph B. Darby III, Esq.
Instructor assignments are fluid and subject to change.

Included with subscription(s):

Add to Cart
/

Accreditation Information

Learning objectives

Course outline

Requirements

Additional Compliance Information