Level Up Learning

Course Summary:

This engaging and interactive course dives into the complexities and opportunities of 1031 exchanges—a powerful tax-deferral strategy for real estate investors. Approved by the North Carolina Real Estate Commission, this 4-hour elective provides the essential knowledge and practical tools you need to support your clients in deferring capital gains taxes while maximizing their investment potential.

Course Description:

Explore the mechanics, benefits, and advanced strategies of 1031 exchanges in this comprehensive and dynamic course. From eligibility criteria to step-by-step guidance on identifying and acquiring replacement properties, participants will gain a solid foundation in one of real estate’s most valuable tools. Through real-world examples, case studies, and interactive activities, you’ll learn:

• Key terms, historical background, and legal foundations of 1031 exchanges.

• Criteria for qualifying properties and essential timelines.

• The roles of Qualified Intermediaries

• Advanced exchange methods, including reverse and improvement exchanges.

• The significant tax-saving advantages for estate planning and portfolio growth.

Interactive Features:

This course includes breakout sessions, quizzes, and real-world scenarios designed to ensure an engaging and practical learning experience. Participants are required to actively engage and maintain a 90% attendance rate to earn credit.

Additional Information:

• Completion certificates will be emailed within 48 hours of the class completion. Please, do not do anything with these. Level Up Learning will submit your credit to the NCREC for completion.
• Please be sure to download the student playbook here prior to the beginning of class.
• You cannot attend class while you are driving in a motor vehicle.
• The link the Zoom classroom will be sent a minimum of 24 hours before the beginning of your scheduled class date and time. It is also included in reminder notifications you will receive leading up to the class. If you do not receive the link, check your spam or email Chris at allonlinere@gmail.com

Join us to unlock the potential of 1031 exchanges and elevate your expertise as a real estate professional!