The Power Of Exchange: 1031

How Real Estate Professionals Can Support Real Estate Investors

Expand Your Expertise & Your Business!

Learn About The Power of 1031 Exchange and Principle 1031 Exchange  

A 1031 Exchange involves selling an investment property in exchange for some new “like kind” tax event. While a sale of investment property typically triggers a taxable event, a 1031 exchange, when done properly, allows a taxpayer to defer capital gains taxes on the property being sold. Please note the capital gains tax is merely deferred, not eliminated.

In this session, you’ll learn: 

  • What is an IRC 1031 Tax Deferred Exchange (aka, “Like-Kind Exchange”, “Starker
    Exchange” or “Tax-Free Exchange”)?

  • How does the IRS define “like kind” property and the other technical requirements of this Code section?

  • What are the benefits of deferring capital gains taxes?

  • Who or what is a Qualified Intermediary?

  • How much tax is deferred?

  • What are the requirements for reinvesting the money from the Relinquished Property?

  • What are the time factors for a 1031 Exchange?

  • What do I tell clients who are considering a 1031 Exchange?

Class Zoom info will be provided upon registration.


Wednesday, June 7, 2023 @ 1pm


Responding to the changing needs of our broad client base, MBH is pleased to announce the addition of Principle 1031, a real estate investment 1031 qualified intermediary, to the MBH Settlement Group companies. learn more