09/21/2026
The 1031 Exchange Education Continues: Federal Bar CLE on October 23!
I’m looking forward to presenting another Federal CLE program on October 23 and continuing the conversation around the future of 1031 Exchanges, strategic real estate planning, and the professional responsibilities.
As an attorney, updates & learning have always been an important part of the work.
The more CFPs, Attorneys, CPAs, Financial Advisors understand the structure and power behind a 1031 Exchange, the better positioned they are to recognize issues early and help clients make informed decisions. We'll help with that.
A few of the areas I continue to emphasize:
• Early 1031 Planning
• The importance of timing and transaction sequence
• Replacement-Property Partners we already vet
• Collaboration among legal & tax professionals
I’m grateful for the opportunity to continue teaching professionals nationally and sharing practical lessons developed through decades of legal, title, underwriting, and 1031 experience.
October 23 - Federal CLE. More details to come regarding my national guest.
National Services: 𝟴𝟴𝟴-𝗚𝗘𝗡𝗗𝗘𝗥𝗦
https://schedule.investmentcounselexchange.com