Tax Deferred Exchange Fundamentals (2 credits) - Course Approval #E0304 (Idaho)

Essentials of 1031 Exchanges is designed to provide a basic understanding of tax deferred exchanges under IRC Section 1031. An awareness of special issues that can arise in an exchange transaction will also be addressed. The course will provide information that will assist you in conquering challenges faced with the sale and purchase of real estate investment property. You will leave this course better equipped to communicate the options available to you and your clients.

Advanced 1031 Exchange Issues (2 credits) - Course Approval #E0654 (Idaho)

The Advanced 1031 Exchange Issues course is designed to address the advanced issues of tax deferred exchanging under IRC Section 1031. This course will create awareness of special issues including estate planning, personal property exchanges, seller financing, partnership issues and more. It will provide you with the knowledge to foresee certain ‘red flag’ situations and to understand the process to remedy the circumstance. You will leave this course better equipped to understand technical 1031 Exchange transactions.

Vacation Homes and Estate Planning within 1031 Exchanges (2 credits) - Course Approval #E0809 (Idaho)

Designed for individuals that understand the basics of 1031 exchanges, this course focuses on the specialty topics of vacation homes and estate planning with 1031 exchange transactions. An awareness of the potential pitfalls of vacation home exchanges, as well as tips to minimize risk will be addressed during the course. This course will also provide information on the recent primary residence exclusion modification and how that may affect an investors estate planning strategy. You will leave this course with a better understanding of how 1031 exchanges may be utilized in a long term estate planning strategy.

Essentials of 1031 Exchanges (2 MBRR mandatory credits) - Course Approval #10RR0063 (Montana)

Essentials of 1031 Exchanges is designed to provide a basic understanding of tax deferred exchanges under IRC Section 1031. An awareness of special issues that can arise in an exchange transaction will also be addressed. The course will provide information that will assist you in conquering challenges faced with the sale and purchase of real estate investment property. You will leave this course better equipped to communicate the options available to you and your clients.

Advanced 1031 Exchange Issues (2 MBRR mandatory credits) - Course Approval #09RR0103 (Montana)

The Advanced 1031 Exchange Issues course is designed to address the advanced issues of tax deferred exchanging under IRC Section 1031. This course will create awareness of special issues including estate planning, personal property exchanges, seller financing, partnership issues and more. It will provide you with the knowledge to foresee certain ‘red flag’ situations and to understand the process to remedy the circumstance. You will leave this course better equipped to understand technical 1031 Exchange transactions.

Vacation Homes and Estate Planning within 1031 Exchanges (1 MBRR mandatory credits) - Course Approval #09RR0192 (Montana)

Designed for individuals that understand the basics of 1031 exchanges, this course focuses on the specialty topics of vacation homes and estate planning with 1031 exchange transactions. An awareness of the potential pitfalls of vacation home exchanges, as well as tips to minimize risk will be addressed during the course. This course will also provide information on the recent primary residence exclusion modification and how that may affect an investors estate planning strategy. You will leave this course with a better understanding of how 1031 exchanges may be utilized in a long term estate planning strategy.