When a 1031 Exchange begins in one calendar year and concludes in the next, additional planning considerations arise.

While the core exchange rules remain the same, year-end timing can affect tax reporting, estimated payments, cash flow expectations, and coordination among advisors.

In this webinar, we will cover:

• Key considerations when exchanges span two tax years
• Tax reporting timing and documentation issues
• Communication strategies between investors, CPAs, and attorneys
• Planning opportunities — and potential pitfalls — as year-end approaches

Ideal for investors, attorneys, and CPAs, this session provides practical guidance to help ensure exchanges remain compliant and strategically aligned, even when the calendar changes.