Live November Webinar Wednesday, November 18 9 AM PT / 12 PM ET
Maximize Your Clients’
1031 Tax Savings
A live look at the free Exchange To Prosperity calculator: the taxes clients save now, and for years to come.
No cost to you or your clients.
For QIs, financial advisors, CPAs, real estate agents, DST sponsors, and anyone who has clients doing a 1031 exchange. Investors: schedule an appointment for quicker, personalized service.
About the webinar
When a client is on the fence about a 1031 exchange, it helps to have an outside resource show them what's at stake. Exchange Planning Corporation's Exchange To Prosperity calculator asks five simple questions and shows the client what they keep by exchanging, at no cost to you or them.
We'll set you up with your own web address for it, hosted by us, so it's an outside resource you can share with clients. When clients start asking deeper questions, we have more advanced calculators ready to go.
Attendance at one of our monthly webinars is required to receive access to the free tools. Bring your questions — we'll leave time for a live Q&A.
What we'll cover
Taxes saved by exchanging
Exchange vs. sell and pay: the tax your client keeps working for them.
Future tax savings
Sheltered income from the replacement property, year after year.
New: accommodator calculators
Plus advanced tools for when clients ask deeper questions.
You'll also see how to:
- Show a client on the fence exactly what they keep by exchanging
- Share your own hosted calculator link with clients
- Move to the advanced calculators when the questions get deeper
Reserve your spot
Wednesday, November 18, 2026 · 9 AM PT / 12 PM ET
For industry professionals. If you're an investor, schedule a call instead — we'll give you personalized help right away.
Free tools · Live Q&A · No cost to you or your clients.
Your presenters
Ray Simmons
Founder, Exchange Planning Corporation
Lucas Simmons
VP of Technology & Business Development
Who should attend
Financial Advisors
Add a quantitative layer to your 1031 exchange conversations without becoming a tax expert.
Qualified Intermediaries
Give your clients a clearer picture of the numbers before and after their exchange.
CPA & Tax Professionals
See how exchange planning software can complement your existing tax workflow.
Real Estate Agents
Help your clients understand the tax benefits of exchanging versus selling — and close more listings.