Understanding the Same Taxpayer Requirement for a 1031 Exchange

Keeping the same taxpayer throughout a 1031 exchange is an important rule – but what does that actually mean? Join Theresa Knower, President of Equity 1031 Exchange, for an informative webinar that breaks down the "same taxpayer requirement" and why it matters for your tax-deferred exchange.  In this webinar, we cover: 

• What the same taxpayer requirement is and why it’s essential in 1031 exchanges 
• How title ownership can affect your exchange — including situations involving partnerships or entities
• The role of disregarded entities and how they impact the continuity requirement
  
  

How DSTs May Prevent a Failed 1031 Exchange

A 1031 exchange can offer powerful tax-deferral potential—but what happens when things don’t go as planned? Join us for a timely discussion on how Delaware Statutory Trusts (DSTs) can be used to help navigate some of the common challenges in a 1031 exchange.

Kelsey Dineen of Equity 1031 Exchange will be joined by Stephen Haskell, Vice President of Realty Mogul for an in-depth conversation on how DSTs may be used to support 1031 exchanges. The webinar covers:

• What a Delaware Statutory Trust (DST) is and how it fits within a 1031 exchange
• How a DST can serve as a backup identification option
• When a DST might be used to help reinvest leftover exchange funds
• A real-world case study showing how a DST was used to help complete a 1031 exchange

1031 Exchange Closing Essentials: What Title Agents & Realtors Need to Know

When a client is completing a 1031 exchange, the purchase and sale process comes with unique requirements that directly affect contracts, closing documents, and responsibilities at the settlement table. For title agents and realtors, understanding these details can make the difference between a smooth transaction and costly delays. 

In this webinar, Theresa Knower, CES®, President of Equity 1031 Exchange, walks you through what real estate professionals should expect when a 1031 exchange is part of the deal. 

This session covers: 

• How a 1031 exchange impacts the purchase and sale agreement
• Adjustments to expect in closing documents
• The role and responsibilities of each party in the transaction
• Practical tips to help facilitate a smooth closing 

Whether you’re representing a client or managing the closing process, this webinar will give you a clearer picture of how 1031 exchanges affect real estate transactions and how to handle them with more confidence. 

Seller Financing and 1031 Exchanges

Seller financing and 1031 exchanges can work well together—with the right structure. In this webinar, we’ll show how flexible terms can still support your exchange strategy, and how you can position your sale to pursue replacement property while keeping tax deferral on track.

In this session, we will cover:

•    Ways seller financing can be incorporated into a 1031 exchange

•    Structuring techniques designed to help preserve full tax deferral

•    Alternative strategies when you want flexibility 

Join us for practical information and real-world considerations to help you confidently use seller financing while still taking advantage of a 1031 exchange.