Episode

Enrolled Agent Exam [Part 2] 50, Involuntary Conversions — §1033 Deferral

Podcast
Finance Exam Prep
Published
Jun 16, 2026
Duration seconds
217
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Canonical source
https://open-exam-prep.com/
Audio
https://episodes.captivate.fm/episode/5a37f9ca-d665-439b-a686-512ae0f48f1f.mp3
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/v1/public/podcasts/finance-exam-prep-7658413/episodes/enrolled-agent-exam-part-2-50-involuntary-conversions-1033-deferral
Markdown
/podcast/finance-exam-prep-7658413/enrolled-agent-exam-part-2-50-involuntary-conversions-1033-deferral.md

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Summary

This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - How to calculate realized gain, recognized gain, and deferred gain in a §1033 transaction. - The critical tax impact of failing to reinvest the full amount of proceeds received. - The specific replacement periods: two years for most casualties and three years for condemned business real property. - The difference between the strict "similar use" test and the more lenient "like-kind" standard. - How to calculate the basis of the new replacement property after deferring a gain. For more free exam prep tools, practice questions, and AI-powered explanations, visit https://open-exam-prep.com/ or YouTube Channel: https://www.youtube.com/@Open-exam-prep