A successful 1031 Exchange requires careful planning, coordination, and timing.

This webinar succinctly outlines the 10 critical steps involved in a properly executed exchange, from engaging a Qualified Intermediary (QI) to navigating identification and closing deadlines. We’ll answer common questions such as when to set up an exchange, how early planning can reduce risk, and where deals often run into trouble.

Designed for professionals who support real estate transactions, this session offers a clear, step-by-step framework you can rely on to help clients move through the exchange process smoothly and confidently.

ABOUT NORTHERN 1031 EXCHANGE

For more than 60 years, we've handled all kinds of real-estate and business transactions. We know that effectively managing the tax liability associated with a sale, can have a significant impact on your returns.

Northern 1031 Exchange* has the expertise and resources to streamline your exchange and provide the necessary security of funds. As an operating subsidiary of Northern Bank, Northern 1031 Exchange is subject to supervision and regulation by the FDIC and Massachusetts Division of Banks. We are licensed and regulated, so you can be confident your funds are safe and protected.

* Northern Bank, including its subsidiary Northern 1031 Exchange, LLC does not provide tax, legal or accounting advice, nor can we make any representations or warranties regarding the tax consequences of your exchange transaction. We strongly encourage you to seek appropriate professional advice regarding your specific facts and circumstances.