Martin Edwards will be presenting “1031 Exchanges Spanning Tax Years” for our September installment of our monthly webinar series.
This educational webinar will explore the complexities of 1031 Exchanges that cross over into a second tax year. Designed for real estate investors, advisors, and tax professionals, this session will clarify the IRS rules around exchange timing, tax filing deadlines, and the strategic use of installment sale treatment under Section 453.
Topics discussed will include:
- How the 180-day exchange period interacts with the tax return deadline
- What it means for an exchange to “straddle” two calendar years
- The importance of some key dates in exchange planning
- Why funds may be held into the next tax year and when they can be returned
- Options for reporting gain in the year of sale vs. the year of proceeds
- When and how installment sale treatment can defer taxes
Whether you’re navigating a current exchange or planning for a future transaction, this webinar will help you better understand how to manage tax outcomes and protect deferral benefits when your exchange spans multiple tax years.
Register for free at this link.