Next Session  ·  Tuesday, June 9  ·  10 AM PT / 1 PM ET

Show Your Clients the Benefits of a 1031 Exchange

A 30-minute walkthrough for 1031 professionals. See how to quantify the tax savings an exchange unlocks — and how property choices and cash-out decisions affect what your client actually keeps.

30 minutes  ·  Live on Zoom  ·  Powered by the institutional-grade analytics at 1031TaxHub.com.

What we'll cover

A focused 30-minute walkthrough, then live Q&A. By the end, you'll be able to sit down with a client and quantify what a 1031 actually means for them — in minutes, not weeks.

  • The "sell or exchange?" conversation. How to frame the decision in dollars — capital gains, depreciation recapture, and what your client actually walks away with either way.
  • The 8 questions. Eight questions your client already knows the answers to. Ask these, and you have everything we need to run a full tax analysis.
  • Live demo of our calculators. A walkthrough of the analytics at 1031TaxHub.com — taxable-equivalent yield, scenario comparisons, and the "cost of not exchanging" report.
  • Capturing the maximum savings. Why nearly half the exchanges we review leave money on the table — and how to make sure your clients don't.
  • Where EPC fits in. You have the conversation and run the numbers. We handle the deep analysis, depreciation strategy, and documentation when the client moves forward.

Have a client weighing a sale right now?

You don't have to wait for the webinar. Send us a warm intro and we'll help them see the numbers.

Refer a Client

Reserve your spot

Pick a session below. 30 minutes — live on Zoom.

No cost to attend. No software purchase required.

Who this is for

Partners who sit across from clients weighing a sale — and want a clearer, more quantitative way to make the case for exchanging.

Qualified Intermediaries

Help clients walk into the exchange already convinced it's the right call — with numbers, not just talking points.

Financial Advisors

Quantify the after-tax impact for your client without becoming a tax expert. Keep them — and their wealth — under your roof.

Real Estate Professionals

Show sellers what they keep by exchanging versus what they hand to the IRS. Close more listings, lose fewer to "I'll just sell."

CPAs & Tax Professionals

A faster way to scope the exchange decision with clients before tax season — and a specialist for the documentation after.