1031 Exchange Pitfalls: Dodging Detrimental Legal and Ethical Mistakes

Navigating the complexities of 1031 exchanges requires careful tax planning and adherence to ethical standards, especially in a landscape where reliance on qualified intermediaries (QIs) and artificial intelligence (AI) is growing. This presentation provides a detailed analysis of the tax laws governing 1031 transactions and the applicable rules of professional conduct. Through real-world examples, participants will learn how to avoid common legal and ethical pitfalls and ensure compliance in handling these transactions.

ABA Model Rules covered include 1.1, 1.3 and 5.5.