Virtual Rolodex with Jasir Jamal, CEO from Longhorn 1031 Exchanges

About this episode

Kristie Ondracek interviews Jasir Jamal about the intricacies of 1031 exchanges and their importance for real estate investors.

In this episode of TXCPA Houston Virtual Rolodex, Kristie Ondracek sits down with Jasir Jamal, CEO of Longhorn 1031 Exchanges, to discuss one of the most important tax-deferral strategies available to real estate investors: the 1031 exchange. Jasir breaks down the basics of how 1031 exchanges work, why advanced planning is critical, and how investors can defer capital gains and depreciation recapture taxes when transitioning from one investment property to another. The conversation also explores the long-term wealth planning opportunities tied to 1031 exchanges, including generational wealth transfer strategies, stepped-up basis rules, and why collaboration between CPAs, financial advisors, and exchange specialists is essential for successful execution. Whether you're a CPA, real estate investor, financial advisor, or business owner with investment property, this episode provides practical guidance on navigating the complexity of 1031 exchanges and avoiding costly mistakes. What You’ll Learn What a 1031 exchange is and how tax deferral works Why timing and advanced planning are critical in a successful exchange How depreciation recapture impacts investment property sales Why…

People in this episode

Host: Kristie Ondracek

Guest: Jasir Jamal

Topics covered

• 1031 exchange
• tax deferral
• real estate investment
• wealth planning
• collaboration

Keywords

• 1031 exchange
• tax deferral
• capital gains
• depreciation recapture
• wealth planning
• real estate
• investment property

Mentioned in this episode

Organizations: Longhorn 1031 Exchanges, IRS

More episodes of Virtual Rolodex hosted by TXCPA Houston

• Virtual Rolodex with Loren Fogelman, Founder & CEO Business Success Solution · May 21, 2026 · 22 min
• Virtual Rolodex with Saim Akif, CPA, Crypto Tax · May 13, 2026 · 23 min
• Virtual Rolodex with Natalie Picha and Matt Berti from RHP Wealth Management · May 7, 2026 · 23 min
• Virtual Rolodex with Lindsay Kline, EA, Founder, Great Bookkeepers Wanted · April 29, 2026 · 17 min
• Virtual Rolodex with Allyns Melendez, CEO of HR Transformed · April 23, 2026 · 20 min
• Virtual Rolodex with Gabrielle Baumeyer of Baumeyer Coaching · March 12, 2026 · 22 min