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Identifying and Managing Qualified Intermediaries in 1031 Exchanges

1031 Exchanges can provide clients with a significant tax advantage. Applied with tactical acumen, 1031 exchanges can provide a significant competitive advantage to the practices of financial advisors.

This webinar focuses on the role of a qualified intermediary. QIs play a unique role in the 1031 exchange and the expertise and stability of the QI is critical to the success of a client’s exchange. Learn more about how you can more fully leverage a qualified intermediary for the successful exchange of a client’s real estate assets.

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Topics include:

– Roles and Responsibilities of a QI
– Selecting a QI
– Qualifying standards of QIs
– Working with QIs
– Ensuring a successful exchange

Panelists
Ed Hannon, Partner | Quarles & Brady, LLP
Steve Davis, Financial Advisor |  T Advisors
Scott Saunders, Senior Vice President | Asset Preservation Inc.

Moderator
Geoff Flahardy, National Key Accounts Director and Private Placement Specialist | ExchangeRight

 

Date

Jul 19 2024