Presented by: Andy Topka, Principal, Lamplighter §1031 Advisors

This session explores not only the mechanics of a successful exchange, but also the planning opportunities available before a sale occurs. We'll cover the rules governing forward, reverse, and improvement exchanges, discuss common challenges and misconceptions, and examine how proactive planning can help preserve flexibility, maximize tax deferral, and create better outcomes for clients.

Topics We'll Cover:

• Understanding the fundamentals of a §1031 exchange
• Calculating and evaluating potential tax exposure
• Key exchange requirements and IRS timelines
• Like-kind property rules and common misconceptions
• Forward, reverse, and improvement exchange strategies
• Replacement property identification and valuation requirements
• Common pitfalls that can trigger taxable boot
• Pre-sale planning opportunities and best practices
• FAQs and real-world applications

This is a Lunch & Learn session, with lunch provided by American Family Insurance – Fost Choles Agency, Archway Contracting, and Citizens State Bank. Thank you to our sponsors! 

   Date/Time:

September 15, 2026  |  11:00 a.m.  - 1:00 p.m.

   Registration Fee:

$25 Members  |  $45 Non-members  (Registrations within 24 hours of the course start incur a $10 late fee.)

   Location:

MHA | 7900 Xerxes Ave S, Ste 170, Bloomington, MN 55431

   Credits:

1.0 CRM, CRMT, and COM credit available

Registration/Cancellation Policies: By registering for this course you agree to all registration and cancellation policies, including but not limited to, email, cancellation, photo and assumption of risk. View complete registration and cancellation policies at www.mmha.com/edu-policies.