Tax Favorable Real Estate Transactions

Tax Favorable Real Estate Transactions

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✔ This course satisfies 4 General credits in Georgia

Interested in attracting a more sophisticated level of clientele? Knowing strategies for tax-favorable real estate transactions is one important tool for serving investors.

This course will introduce you to various methods for buying and selling property on a tax-favorable basis.

First, you'll learn about purchasing real estate using pre-tax dollars and growing that estate within a qualified product. We'll also discuss how the use of qualified and non-qualified tax products provide you with opportunities to create long-lasting and profitable relationships with investor clients.

Next, we'll explore 1031 exchanges, in which investors can defer taxes while exchanging like-kind income-producing properties.

Finally, we'll study real-world dilemmas and concrete applications through case studies.


  • Introduction to Tax-Favorable Transactions
  • Charitable Gift Annuities
  • Introduction to 1031 Exchanges
  • Exchanges
  • Case Studies with Real World Practice