Like-Kind Education Series
Educational sessions covering like-kind definitions, timelines, and compliance responsibilities.
Overview
Educating investors and partners reduces risk. Our sessions explain federal guidance, Arizona considerations, and documentation requirements through practical case studies.
Highlights
- Like-kind property definitions with Phoenix example scenarios.
- Review of IRS Form 8824, Rev. Proc. 2008-16, and identification letter standards.
- Guidance for coordinating with intermediaries, attorneys, CPAs, and lenders.
Deliverables
- Presentation materials and reference guides tailored to Phoenix exchanges.
- Knowledge checklists summarizing key compliance obligations.
- Resource index linking to IRS and Arizona Department of Revenue documentation.
Educational content only. Not tax or legal advice.
Consult a Qualified Intermediary and tax advisor before acting.
Frequently Asked Questions
Who joins the education series?
Investors, brokerage teams, and advisory partners attend to align on exchange terminology and responsibilities.
Are sessions updated regularly?
We update materials whenever IRS guidance or Arizona regulations change.
Do sessions include Q&A?
Every session includes an interactive Q&A segment and written follow-up where needed.
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Ready to get started?
Discuss your exchange timeline and replacement objectives with our Phoenix team.
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