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Investor Education Sessions
Plain language explanations of 1031 rules, timelines, and property identification requirements.
Investor education sessions provide plain language explanations of 1031 rules, timelines, and property identification requirements for Orange County investors. This service offers educational sessions covering exchange basics, identification rules, boot concepts, timeline requirements, and property eligibility. We coordinate sessions tailored to investor experience levels and exchange complexity. Orange County investors benefit from education sessions that build confidence and understanding before beginning exchange transactions.
What is included
- 1031 exchange basics and rule explanations
- Identification rule education including three property, 200 percent, and 95 percent rules
- Boot concept and minimization strategy education
- Timeline requirement explanations including 45 day and 180 day deadlines
- Property eligibility and like-kind property education
- Exchange structure education including forward, reverse, and improvement exchanges
- Educational materials and reference guides
- Customized session content based on investor needs
Common situations
- Orange County investor new to exchanges needing education
- Investor with complex exchange scenario requiring education
- Investor seeking refresher education on exchange rules
Frequently asked questions
What topics are covered in investor education sessions in Orange County, CA?
Education sessions cover 1031 exchange basics, identification rules, boot concepts, timeline requirements, property eligibility, and exchange structures. Orange County investors receive comprehensive education tailored to their experience and exchange needs.
Who should attend education sessions?
Education sessions are designed for Orange County investors new to exchanges, those with complex exchange scenarios, or investors seeking refresher education on exchange rules and requirements.
How long are education sessions?
Education sessions typically last 60 to 90 minutes and can be scheduled individually or in groups. Orange County investors receive flexible scheduling accommodating their availability.
What materials are provided?
Orange County investors receive educational materials, reference guides, and timeline checklists supporting exchange understanding and planning.
Can education sessions be customized?
Yes, education sessions can be customized to specific exchange scenarios or investor questions. Orange County investors receive tailored education addressing their unique exchange needs.
How do education sessions coordinate with exchange planning?
Education sessions can be scheduled before exchange planning or integrated into ongoing exchange support. Orange County investors receive education supporting informed exchange decisions.
Example of the type of engagement we can handle
Example capability
Service type:
Investor Education Sessions
Location:
Orange County, CA
Scope:
Provide comprehensive education session for investor planning $4 million exchange
Client situation:
Investor new to exchanges needing education before beginning exchange process
Our approach:
Scheduled 90 minute education session, covered exchange basics and rules, explained identification and timeline requirements, provided educational materials, answered investor questions
Expected outcome:
Investor educated on exchange process, confident to proceed with exchange planning, educational materials provided for reference
Contact us to discuss your situation in Orange County, CA. We can share references upon request.
Educational content only. Not tax, legal, or investment advice.
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Identification rules
Three Property Rule
Identify up to three candidate properties anywhere in the United States, regardless of value, within 45 days.
Two Hundred Percent Rule
Name more than three properties as long as the combined value stays within 200 percent of the relinquished sale price.
Ninety Five Percent Rule
If you exceed those limits, acquire at least 95 percent of the total value identified to keep the exchange compliant.
Identification letter helper
Identification Letter 11/16/2025 Qualified Intermediary, Please accept this written identification for my pending Section 1031 exchange in Newport Beach, CA. Replacement properties: 1) ____________________ 2) ____________________ 3) ____________________ I confirm these properties meet the like-kind and value requirements as of today. Signature ____________________
Timeline tracker
Day 0
Close relinquished property in Newport Beach, CA.
Day 15
Secure intermediary receipts and wire instructions.
Day 30
Begin physical and financial due diligence on preferred assets.
Day 45
Submit identification letter with up to three properties.
Day 90
Lock financing, finalize PSA adjustments, order closing docs.
Day 180
Complete closing with escrow and intermediary coordination.
1031 Exchange Orange County
Kick off Investor Education Sessions today.
Share your timeline and we will deliver compliant identification support within one business day.