Avoiding 1031 Exchange Pitfalls
A 1031 exchange can be a powerful tax-deferral tool — but common missteps can put your transaction at risk. Closing before the exchange is set up, failing to reinvest enough value or debt, or using a disqualified intermediary are just a few examples of errors that can turn a tax-deferred exchange into a taxable sale. From partnership issues to related-party transactions and reverse exchanges, there are important rules every investor should understand before closing. 👉 Get the full list of pitfalls and how to avoid them.
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Thursday, December 11th
1:00 PM - 3:00 PM CT
CE Available This two-hour course for commercial brokers provides a concise and thorough overview of 1031 exchanges. This webinar tackles advanced issues such as partnership/LLC scenarios, creative property variations such as perpetual cellular easements (cell towers), fractional ownership, transferable development rights, reverse and improvement exchanges, how to avoid common pitfalls and related-party transactions.
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Wednesday, October 1st
8:00 AM - 9:00 AM PST
CPE Available This one-hour intermediate/advanced webinar delivers a practical roadmap through the complexities of IRC Section 1031. Learn which types of property qualify (and which don’t), how to achieve full or partial tax deferral, and why “boot” can sometimes benefit your clients. You’ll also explore strategies for LLCs and partnerships, creative property variations, reverse and improvement exchanges, and how to navigate today’s higher tax environment.
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Meet Danielle Stepnoski - Exchange Associate at API
Danielle has been with Asset Preservation for 7 years. In her role, she works closely with Exchange Counselors, title companies, and clients to ensure every 1031 exchange is seamless and successful.
Outside of work, you’ll find her enjoying the outdoors. 🏞️ Whether it’s soaking up the summer sun at the beach, exercising, or spending time with her family.🌞🏖️🏃🏽♀️She also has a love for learning and is always chasing down answers to new questions. 📚
Danielle says, “I enjoy being a team player, and the people I work with are what makes my days count. 😊 Our company is the best at what we do, hands down. I’m proud to be a part of Asset Preservation.”
We’re proud to have Danielle on our team! Her dedication and passion are a big part of what makes API the best at what we do! 💯🫶 👉 Got questions about 1031 exchanges? Danielle’s here to help make the process easier! 🙌
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We Love Our Happy Customers
Professional, responsive, efficient.
Job well done! ⭐⭐⭐⭐⭐ - Denise M.
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In Case You Missed It: Tax Law & Real Estate
The recently signed tax law is reshaping the commercial real estate landscape. This on-demand webinar breaks down what investors and professionals need to know—preservation of 1031 exchanges, return of 100% bonus depreciation, and opportunities in Opportunity Zones.
👉 Stay informed and see how these changes could impact your business.
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Mike Willoughby
Division Manager
833.576.1031
mike@apiexchange.com |
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Asset Preservation, Inc., does not give tax or legal advice. The information contained herein should not be relied upon as a substitute for tax or legal advice obtained from a competent tax and/or legal advisor. You have received this email because you have subscribed to Asset Preservation, Inc. as . If you no longer wish to receive emails please unsubscribe. Asset Preservation, Inc. (API) is a qualified intermediary under the federal 1031 exchange regulations. API (and its officers, directors, and employees) cannot provide tax or legal advice to anyone. Any tax-related information or other communication received from a representative of API is not tax or legal advice and should not be relied upon in making any decision. We strongly urge you to involve your tax and/or legal advisor (or to seek such advice) in any real estate, tax or business-related transaction. You can also notify us by reply to this message, email us at: e-newz@apiexchange-enewz.com or notify us in writing to: Asset Preservation, Inc., 1420 Rocky Ridge Drive, Suite 270, Roseville, CA 95661, Attn: Marketing Dept. © 2025 Stewart Information Services Corporation | All Rights Reserved | Privacy |
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