Workshop: 1031 Exchange Fundamentals — Defer Taxes, Grow Faster

The 1031 like-kind exchange is one of the most powerful tax deferral tools available to real estate investors — allowing you to sell appreciated property and reinvest the proceeds without triggering capital gains tax. But it's also one of the most unforgiving: miss a deadline by a day, choose the wrong intermediary, or misunderstand the boot rules, and you've created a six-figure tax bill you didn't need.

CPA and Certified Exchange Specialist James Okafor has structured over 800 exchanges totaling $2.3 billion in deferred capital gains. In this 90-minute workshop, he walks through the complete exchange lifecycle with the clarity of someone who has seen every variation — and every mistake — across 20 years of practice.

Topics covered: the 45-day identification rule and how to use all three identification methods strategically; the 180-day exchange period and what closes it early; how to choose and vet a Qualified Intermediary; understanding boot — cash boot vs. mortgage boot — and how to structure around it; the debt relief rules and why they catch so many investors off guard; partial exchanges and how to calculate the taxable portion; Delaware Statutory Trusts as a replacement property strategy; and the top five mistakes James has seen kill exchanges at the last minute.

Attendees receive a 1031 Exchange Checklist and a QI Vetting Scorecard. Bring your deal scenarios — a live Q&A segment lets James work through real cases submitted via the conference app before the session. 1.5 CE credits.