The 1031 Exchange Advantage An Ounce Of Prevention podcast

3d ago 13:27

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In this episode of An Ounce of Prevention, guest host Miranda Caballero, Senior Associate from R. Reese & Associates, delivers an insightful double feature for business owners and investors.

First, she breaks down a recent Fifth Circuit case — WorldVue Connect Global LLC v. Szuch — highlighting lessons about non-compete clauses, confidential information, and injunctions. Then, Miranda explores the ins and outs of Section 1031 exchanges and how oil and gas investors can leverage them to defer capital gains taxes and strategically reposition assets.

Whether you’re a business executive, investor, or legal professional, this episode provides practical takeaways on risk management, deal structure, and smart legal strategy.

Timestamps & Highlights

00:00 – 00:20 | Introduction
Welcome to An Ounce of Prevention. Learn how R. Reese & Associates helps clients prevent legal risks while supporting business growth.

00:20 – 00:40 | Case Law Update

Before Miranda gets into the topic, Rachel breaks down a new caselaw update and then an in-depth look at 1031 exchanges.

00:40 – 05:50 | Case Law Update: Worldview Connect Global LLC v. Zouch

Overview of the dispute involving non-compete and non-solicitation provisions.

05:50 – 06:09 | Closing the Case Segment
Lessons learned: distinguish between personal knowledge and proprietary company information to prevent disputes.

06:09 – 10:41 | Deep Dive: Understanding 1031 Exchanges

What Section 1031 allows and how it benefits oil and gas investors

10:41 – 11:04 | Case Example & Final Takeaways
A client case study: how a 1031 exchange transformed a small working interest sale into long-term passive income.

11:04 – 12:41 | Event Announcement: The Dealmakers Haunted Hall Gala
Join R. Reese & Associates on October 23rd in Houston for a night of networking, poker, karaoke, and costume contests. Learn how to secure tickets and sponsorship opportunities.

12:41 – 13:25 | Legal Disclaimer
A reminder that all podcast content is for informational purposes only and does not constitute legal advice.

13:25 – 14:02 | Closing & Contact Info
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Contact: [email protected] | (832) 831-2289

16 episodes