- Location
Join us for an engaging complimentary session on 1031 exchanges — what they are, why they matter, and how to navigate them successfully.
We’ll cover the essential rules, timelines, and types of exchanges, including drop & swaps, reverse exchanges, TICs, and DSTs. Learn from real-life examples and avoid common pitfalls, while gaining clarity on what doesn’t qualify and how to problem-solve when things get tricky.
As a bonus, we’ll explore advanced strategies like cost segregation, bonus depreciation, Opportunity Zones, and more to help you enhance your tax planning potential.
Who should attend
This session is designed for real estate agents, real estate attorneys, financial advisors, and commercial brokers to better serve investor clients.
Schedule
9 – 9:30 a.m. — Registration and continental breakfast
9:30 – 10:30 a.m. — Session
10:30 – 11 a.m. — Questions and answers
Location
CLA
10401 West Innovation Drive, Suite 300
Wauwatosa, WI 53226
Questions?
Contact CLA’s meetings, events, and experience team at CLAevents@CLAconnect.com.