These monthly webinars are designed to help REALTORS® understand financial topics on a deeper level. Presenters include subject matter experts who will provide tips, planning options, and an array of valuable information to help REALTORS® advance their financial journey.
1031 Exchange Investment Summit
August 7, 14, 21
10:00am PST | 11:00am MST | 12:00pm CST | 1:00pm EST
Each presentation will range around an hour and a half with Q&A. Attendees will get a copy of the recording if they join late or need to jump off early.
- Target Audience: Mid-Career Agent
Aug. 7: How a 1031 Exchange Works for Beginners
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST
The webinar will give the attendee a strong foundation of knowledge regarding IRC §1031 Tax Deferred Exchanges; it will cover all of the basic rules and regulations of IRC §1031 as well as discuss practical applications for 1031 exchanges.
Aug. 14: 1031 Exchange for Advanced Agents
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST
This webinar will update you on the most recent changes relating to 1031 exchanges as well as cover advanced issues concerning IRC §1031. If you invest in real estate and/or represent investor clients that engage in §1031 exchanges, this webinar is for you. Solutions for the most challenging transactions will be covered in this webinar.
Aug. 21: Leveraging a 1031 Exchange for Your Clients
10:00am PST | 11:0am MST | 12:00pm CST | 1:00pm EST
This webinar will discuss common misunderstandings surrounding 1031 exchanges as well as mistakes that are frequently made. The webinar is specifically designed to help real estate agents assist their clients with their 1031 exchanges and to help them avoid those mistakes.
Speaker: Jim Miller
Jim Miller is an Executive Vice President and General Counsel for Investment Property Exchange Services, Inc. (“IPX1031®”), a full-service exchange facilitator for all types of §1031 tax deferred exchanges. IPX1031® is a subsidiary of Fidelity National Financial, Inc., a publicly traded company which owns seven large title insurance companies. Prior to joining IPX1031®, Jim practiced law for fourteen years and represented buyers, sellers, homebuilders and developers in commercial and residential real estate transactions ranging from multi-million-dollar shopping centers to single-family homes. He can be reached at james.miller@ipx1031.com.
The States of Alabama, Arizona, Arkansas, Colorado, Idaho, Kansas, Nevada, New Mexico, Oklahoma, Oregon, South Carolina, Tennessee, Texas, Utah, and Washington have certified Jim to teach continuing education classes to their real estate licensees. He is also a LandU education instructor for the REALTORS® Land Institute as well as a frequent lecturer to attorneys, CPAs, financial planners, real estate brokers and agents about §1031 exchanges.
Jim received a Bachelor of Arts degree, magna cum laude, from The Pennsylvania State University and a Juris Doctorate from the Villanova University School of Law. He is a member of the Bar of the State of New York and a registered In-House Counsel in the State of Arizona.
This virtual summit will not focus on international exchanges. U.S. property can only be exchanged for U.S. property. Accordingly, if you’re inquiring about selling U.S. property and buying out of the country (or selling foreign property and buying U.S. property) that is not permitted.