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Representing an IRC §1031 Exchange Client

December 15, 2021 @ 10:00 am - 11:45 am

Date: Wednesday, December 15, 2021
Time: 10:00am – 11:45am EST
Earn: 1.5 NY & NJ CLE Credits (Attorneys) / 1.5 NY CPE Credits (Accountants)
Cost: Free – Open to the public
Hosted by: Flushing Bank
Instructors: James T. Walther, Esq., LL.M., and Matthew K. Scheriff, CPA, CES

Course Description

I.R.C. §1031 tax-deferred exchanges continue to be an important part of real estate transactions. An exchange provides for tremendous tax savings by allowing owners of real property to defer the capital gains normally due upon the sale of their property. This complimentary course will provide tax and legal advisors with the knowledge needed to effectively represent the needs of their clients who are contemplating an exchange.

The seminar will cover:

  • The qualifications and requirements for an exchange
  • Preparation of the sales contract, settlement statement and other closing procedures
  • Best practices for the proper identification of replacement property
  • Considerations for refinancing and 1031 exchanges
  • Investor strategies – retirement and estate planning tools
  • Alternative exchange structures – parking arrangements: reverse exchanges, improvement exchanges, and reverse/improvement exchanges.

Class presentations and written materials are comprehensive and targeted to attorneys who may represent property owners, builders, developers, lenders, and other parties who may be involved in a tax deferred exchange. Whether you are new to 1031 exchanges or consider yourself well versed this course covers a wide range of 1031 topics in an easy to learn format.


In order to obtain continuing education credits:

Please be advised to be eligible to receive continuing education credits you will need to log into the webinar under your individual email address and remain in the WebEx meeting for the full duration of the webinar. Individuals log in and log out times will be verified. Participants will not earn course credit if they only attend by phone.

Also, you must complete the Attendance Affirmation and Evaluation Forms and submit them no later than three (3) days after the completion of the course. There will be slides with codes shown randomly throughout the presentation which you must list on the Attendance Affirmation Form. A link to the forms and class materials will be provided to you before the class.

NY Attorneys: This course has been approved in accordance with the requirements of the New York State Continuing Legal Education Board for 1.5 credits in Professional Practice. This program is transitional and is appropriate for both newly admitted and experienced attorneys.

NJ Attorneys: The Supreme Court of New Jersey Board on Continuing Education has approved Legal 1031 Exchange Services, LLC, NJ CLE Provider #620, to offer this course for 1.5 credits of New Jersey CLE. Of these, 0 qualify as hours of credit for ethics/professionalism, and 0 qualify as hours of credit toward certification in civil trial law, criminal trial law, workers compensation law and/or matrimonial law. This course does not qualify for credit towards any of the nine new admit areas of practice. BCLE Reg. 302:10.

This course could also qualify for CLE credits in reciprocity jurisdictions that do not require advance approval. Attendees are responsible for verifying reciprocity at their own accord.

NY CPAs: 1.5 NY CPE credits are available under Specialized Knowledge & Applications. Legal 1031 Exchange Services, LLC New York Sponsor License # 002264.

This class does not qualify for Real Estate CE Credits


December 15, 2021
10:00 am - 11:45 am
Event Category:


Online Webinar
United States


Legal 1031 Exchange Services, LLC
877-701-1031 x 504
View Organizer Website