Compass Tax Educators

This course is offered Direct-to-On-Demand and is NOT included with a PASS.

This webinar goes step-by-step through the §1031 exchange process and explains how to properly complete the required forms to report the exchange and determine its tax outcomes. You can quickly provide clients with accurate advice about planned exchanges.

Learning Objectives

• Review key §1031 exchange concepts.
• Identify and comprehend settlement statements related to §1031 exchanges.
• Calculate gain realized and recognized for §1031 transactions.
• Explain adjusting depreciable class life and basis when there is a change in use.

Education Information
IRS Program Number: NMVBP-T-00290-24-S
Credit hours: 2 NASBA CPE / 2 IRS CE
Prerequisite: None
Advanced Preparation: None
Program Level: Basic
Delivery Method: QAS Self-Study (NASBA); On-Demand (IRS)
Field of Study: Taxes (NASBA); Federal Tax Topics/Federal Tax Related Matters (IRS)

Information can be found quickly by searching key terms in the text/PowerPoint using the built-in search feature.

Course expires one year after purchase.

Instructor: Ryan Reichert, EA, CFP® Learn more about our instructors here.

All continuing education credit is provided through Gregory & Associates, Inc. which is doing business as Compass Tax Educators. Click here for more information regarding our refund, education and complaint policies.