Help Your Clients Defer Taxes on Investment Property Sales: A Practical Guide to 1031 Exchanges

What we'll cover

• Spotting the exchange: a five-question intake for any client who says "I'm selling the rental," and why the timing of the sale decides whether deferral is still possible.
• The rules that cannot be fixed later: the 45-day identification and 180-day closing periods, what qualifies, and why the client (or your IOLTA) cannot touch the sale proceeds.
• Three worked cases (a rental duplex, a business owner's building, and an inherited property), plus who does what among the attorney, CPA, intermediary and title agent.