Accruit’s Max Hansen will be presenting 1031 Exchanges in Practice: Legal, Compliance, and Strategic Insights, at the 73rd Montana Tax Institute.
This session will offer a deep dive into the practical and evolving world of 1031 like-kind exchanges. Through the lens of nearly five decades of experience in the exchange arena, attendees will gain valuable insights into the nuanced compliance and strategic considerations that shape successful 1031 transactions today.
Key topics will include:
- Recurring challenges that continue to impact both Exchangers and advisors in structuring exchanges
- Expanded definitions of “like-kind” real property and the implications of recent regulatory interpretations
- Reverse exchanges and Build-to-Suit exchanges, including practical mechanics and compliance hurdles
- A look at the shifting landscape of the 1031 exchange industry, including regulatory changes, evolving best practices, and risk management strategies
Designed for practitioners advising on real estate transactions, this session will blend historical perspective with real-world examples and current trends to equip attendees with actionable guidance for navigating complex 1031 exchange scenarios.