Max Hansen is presenting to the Helena Chapter of CPAs on February 5th, from 11:00 AM to 1:00 PM, for an in‑depth and engaging Continuing Professional Education (CPE) session around 1031 Exchanges.
With nearly 50 years of hands-on experience in the exchange industry, Max will guide participants through some of the more nuanced and often misunderstood aspects of 1031 Exchanges. This course is designed to help tax professionals expand their technical knowledge and confidently navigate complex scenarios that arise in real‑world practice.
During this session, Max will cover:
- Recurring issues that frequently challenge taxpayers and advisors—and how to address them effectively.
- The expanding definition of “like‑kind” real property, including practical interpretations and recent developments.
- A detailed look at reverse exchanges and construction‑to‑suit (improvement) exchanges, with explanations of when and how they can be utilized.
- Insights into how the 1031 Exchange industry has evolved over the past five decades, including regulatory shifts, market dynamics, and emerging trends.
Whether you’re looking to build foundational expertise or deepen your understanding of advanced exchange structures, this course offers valuable perspective from one of the field’s most seasoned practitioners. Attendees can expect actionable guidance, real examples, and a historical lens that brings clarity to a rapidly changing tax landscape.