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Free Strategy Hour · 1 CPE Credit Available

1031 Exchange:
How Real Estate Investor Clients Can Defer Capital Gains and Build Wealth Through Property Exchanges

 Date-Time-Icon-White - (344x317)Wednesday, May 27, 2026 12PM EST/ 9AM PT

Chris Shockowitz Headshot- Yellow Circle

Chris Shockowitz 
COO
Defer Tax

Dave Headshot- Yellow Circle

Dave Lukas 
CEO
TaxPlanIQ

Join us for a live, one-hour session where we walk you through everything you need to know about 1031 Exchanges.

Register Now
1 CPE
Credit Available
60 min
of Live Learning
Free
to Attend

What You'll Learn

In this session, we’ll cover:

Yellow Checkmark-Marker StyleWhat the 1031 Exchange is and how it helps real estate investor clients defer capital gains when selling property

Yellow Checkmark-Marker StyleHow the 1031 Exchange differs from other real estate strategies

Yellow Checkmark-Marker StyleThe ideal client profile for this strategy

Yellow Checkmark-Marker StyleClients who may not be a good fit for this strategy

 Yellow Checkmark-Marker StyleIf the strategy can be used year after year, or if it’s a one-time use

 

Yellow Checkmark-Marker StyleHow to implement this strategy from start to finish

Yellow Checkmark-Marker StyleHow it's reported on the tax return

Yellow Checkmark-Marker StyleWhere this strategy falls on the audit-risk spectrum

Yellow Checkmark-Marker StyleYour role as the accountant and what Defer Tax handles for you

About Your Hosts

Meet The Experts

Chris Shockowitz Headshot- Light Blue Circle

Chris Shockowitz 

COO of Defer Tax

Chris is a tax strategist with DeferTax.com. Last year DeferTax saved clients over $21 million in personal income taxes and over $30 million in capital gains taxes. 

Chris is a speaker, author, and owns three businesses. He began investing in real estate in the late 1990’s while working at Intel Corporation and completed five personal multi-million dollar 1031 Exchanges.

Chris met his current business partner, Carl Worden, when selling an investment SFR in Santa Clara, CA. Carl taught Chris how to defer capital gains taxes on the sale of this property and saved him over $300,000 in taxes without buying more real estate. Chris was so impressed that he decided to forego early retirement and help Carl share these strategies with investors across the US.

Dave Headshot- Light Blue Circle

Dave Lukas 

CEO of TaxPlanIQ

Dave M. Lukas is the CEO of TaxPlanIQ and Founder/Host of the Misfit Entrepreneur Podcast. His companies have been on the Entrepreneur 365 and INC 5000 List and have done business in over 50 countries. Dave is also a best-selling author and he has been featured on radio, TV, and many top trade publications such as Forbes, INC, Yahoo! Finance, BTN, BTE, and others. In his free time, Dave loves to run and is an accomplished endurance athlete achieving a ranking of Top 3% in the world in Ironman and has competed throughout the globe and in the Ironman World Championships. 

Ready to learn the 1031 Exchange?

Wednesday, May 27 · 12 PM EST / 9 AM PT · Free · 1 CPE Credit