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1031 Exchanges for Attorneys: A Practical Guide to Deferral, Deadlines, and Deal Risk

SKU: TFE2400
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General Credits
1
Price$50
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Description

A 1031 exchange can preserve investment equity, increase reinvestment flexibility, and help real estate clients defer recognition of capital gain, but the rules are unforgiving. This CLE program translates Section 1031 from technical tax language into practical deal guidance.

Attendees will learn how to identify a potential exchange early, how to coordinate with a Qualified Intermediary, the rules, how to spot common problems before closing and how to evaluate common Qualified Intermediary fee structures and other exchange-related costs.

The course covers core statutory requirements, qualified-use and like-kind real property rules, constructive receipt, boot, debt replacement, related-party transactions, identification standards, reverse exchanges, partnership and drop-and-swap issues, vacation-home conversions, DST and NNN replacement options, and attorney practice pointers. The goal is to help counsel issue-spot quickly, document the transaction correctly, and avoid common exchange failures that can turn a tax-deferral opportunity into a taxable sale.

Lecturer Bios

John Galley

John Galley is a former Illinois and Wisconsin real estate attorney and long-time 1031 exchange Qualified Intermediary. He has handled thousands of exchanges, presented to multiple state bar associations, and served as a consultant and expert witness in 1031 exchange matters. He is a cum laude graduate of Dartmouth and received his J.D. from IIT/Chicago-Kent College of Law.

Daniel Osman, CPA

Daniel Osman, CPA, is Senior Vice President of Growth at Deferred.com, where he helps make 1031 exchanges simple, transparent, and fee-free. He works closely with real estate investors, brokers, developers, private equity professionals, CPAs, attorneys, and family offices to maximize investment returns while ensuring compliance with complex 1031 exchange requirements.

Prior to joining Deferred.com, Daniel led sales and operations at Balance Homes, expanded service offerings at Home Depot, and advised clients on M&A transactions and audit matters at Deloitte & Touche. His diverse background in real estate, finance, and business operations enables him to provide practical guidance and strategic insights to clients navigating tax-deferred exchange opportunities.

Attorneys may earn all 15 Arizona CLE credits from the National Academy of Continuing Legal Education. All our course formats satisfy the State Bar of Arizona Regulations “Interactive CLE” definition. To view our full accreditation details, please click here.

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