Unlocking Wealth: The Strategic Power of 1031 Exchanges

  • Presenter(s): Margo McDonnell
  • Session Length: 180 minutes
  • Date: Dec 10, 2025
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This course explores how 1031 exchanges go beyond tax deferral to help clients build wealth, plan for retirement, and achieve investment goals. Realtor's® will learn to identify exchange opportunities, understand the rules, and guide clients through various strategies. Real-life case studies and 2025 tax updates will be discussed to equip participants with practical tools to better serve investor and business-owner clients.

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This course explores how 1031 exchanges go beyond tax deferral to help clients build wealth, plan for retirement, and achieve investment goals. Realtor's® will learn to identify exchange opportunities, understand the rules, and guide clients through various strategies. Real-life case studies and 2025 tax updates will be discussed to equip participants with practical tools to better serve investor and business-owner clients.

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