Skip to main content
OAK531

For agents and CPAs

Help clients keep more of their sale.

Free CE classes on 1031 exchanges and cost segregation. Plain language, practical examples, and no sales pitch.

Class schedule

Upcoming classes.

[TODO: confirm CE approval with the Nevada Real Estate Division and other states before listing credit hours]

  • Thursday, November 12, 2026

    [TODO: time]

    1031 exchange fundamentals for agents

    How exchanges work, the 45/180-day timeline, and how to spot an exchange early in a listing.

    Live online · [TODO: platform] · [TODO: CE hours and approving body]

  • Thursday, December 3, 2026

    [TODO: time]

    From listing to replacement: timing an exchange

    Coordinating contracts, escrow, and identification so clients do not miss a deadline.

    In person · [TODO: venue, city] · [TODO: CE hours and approving body]

  • Thursday, January 14, 2027

    [TODO: time]

    Cost segregation basics for investor clients

    What a study is, who it helps, and how it fits after a 1031 exchange.

    Live online · [TODO: platform] · [TODO: CE hours and approving body]

CE sign-up

Reserve a seat.

Free for licensed agents. We send the details and a calendar invite.

Please do not include Social Security numbers, account numbers, or wire details. We will never ask for them here.

Refer a client

A client is selling investment property.

Send them to us before closing, or open the exchange with them. We keep you informed at each milestone, and you stay the client's agent.

  • Introduce us before the sale closes
  • We confirm details with your client by phone
  • You receive status updates, with your client's permission