(978) 433-6061

A 1031 Course for Real Estate Agents and Brokers

Are you listing a property that may have been held by your client for investment, trade or business purposes—a second or vacation home, land, rental house, duplex, commercial or industrial property?  If so, you may want to recommend that your client talk to their legal or tax advisers about a 1031 exchange.  The Exchange Authority wants to partner with real estate agents or brokers to help broaden their services to clients by sharing knowledge on the 1031 exchange business.

1031 Expert Robert Charland Presents

1031 Course

Robert Charland, ESQ & CEO of Exchange Authority

Robert Charland, ESQ and CEO of the Exchange Authority is offering real estate agents and brokers a course covering the basics of 1031 exchanges.

All training is conveniently scheduled and delivered in a manner consistent with your needs.  Classes can be taught in large or small groups at your firm or preferred venue.

Course Content includes:

  • Mechanics of an Exchange
  • Role of a Qualified Intermediary
  • Qualifying Property for an Exchange
  • Like-Kind Definition
  • Reverse Exchanges
  • Vacation Property/Second Home
  • Advantages and Disadvantages
  • Advanced topics to include: reverses, partnerships, and installment sales

Other Course Details

Program:  CPU Certified

Speak to us if you are interested in a session for your clients!

Scheduling:  Please call us at 978-433-6061 or send an email using the form below:

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