Understanding 1031 Exchanges & FIRPTA: A Guide for Agents

Unlock the power of real estate knowledge with this in-depth course designed for agents who want to confidently guide their clients through the 1031 Exchange process and FIRPTA requirements.

In this seminar, you will:

- Learn the objectives, benefits, and step-by-step process of a 1031 Exchange

- Identify whether a property is a good candidate for a 1031 Exchange

- Understand the timeline, players, and compliance requirements

- Gain clarity on FIRPTA – what it means, who it impacts, and how to handle transactions with foreign sellers

- Walk away with practical tools to communicate effectively with clients, attorneys, and closing agents

What seems complicated will be broken down into easy-to-understand, actionable insights—ensuring you don’t just learn the law, but also how to apply it in real-world transactions.


Speakers:
Janet Schaum
Vice President, Old Republic Exchange Company
Janet brings extensive expertise in 1031 Exchanges, guiding real estate professionals through the fundamentals and ensuring they understand how to identify good candidate properties, timelines, and compliance requirements. In her session, “1031 Exchange Basics,” she will simplify complex processes into practical, easy-to-use knowledge for agents.

Linda Monaco
Senior Legal Education Attorney, The Fund
With years of experience in real estate law, Linda specializes in educating professionals on FIRPTA compliance and its impact on U.S. real estate transactions involving foreign sellers. Her session, “The Who, What, When, Where, Why & How of FIRPTA,” will help agents clearly understand exemptions, withholding requirements, and how to guide clients with confidence.