Like-kind exchanges under IRC Sections 1031 and 1035 remain powerful tax-deferral tools—but only when executed correctly. As the IRS continues to refine information reporting and compliance expectations, even experienced professionals face increased risk of missteps, penalties, and audit exposure.

This practical, update-driven webinar provides clear guidance on how to navigate today’s rules governing 1031 and 1035 exchanges. Designed for professionals who advise on or process these transactions, the session focuses on what qualifies, what must be reported, and where common errors occur. You’ll gain clarity on recent regulatory developments, timing requirements, and documentation expectations that directly impact compliance.

Rather than theory, this webinar emphasizes real-world application—helping you distinguish between taxable and reportable transactions, manage partial exchanges, and determine when a 1035 exchange is appropriate versus when alternative strategies should be considered. You’ll leave better prepared to advise clients, structure compliant exchanges, and reduce unnecessary tax exposure.

Key Takeaways:

• Stay current on IRS updates affecting 1031 and 1035 exchanges
• Apply best practices for managing like-kind exchange compliance
• Distinguish taxable events from reportable exchanges to reduce audit risk
• Properly defer gains on qualified property transactions
• Understand how partial exchanges are treated under current IRS guidance
• Identify exceptions to reporting requirements for specific property sales
• Determine which properties, contracts, and transactions qualify
• Meet critical timing and procedural requirements for 1031 exchanges
• Recognize when a 1035 exchange is appropriate—and when other strategies may be more effective

This webinar equips you with the practical tools and clarity needed to confidently manage like-kind exchanges in today’s evolving compliance environment.

Who Should Attend:

This session is ideal for professionals involved in advising, preparing, or reviewing like-kind exchange transactions, including:

• Tax professionals and CPAs
• Financial and real estate advisors
• Tax preparers and compliance officers
• Professionals handling real estate or insurance policy exchanges