The 1031 Exchange Advantage

21/10/2025 13 min Episodio 15
The 1031 Exchange Advantage

Listen "The 1031 Exchange Advantage"

Episode Synopsis


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 & Highlights00:00 – 00:20 | IntroductionWelcome 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 UpdateBefore 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. ZouchOverview of the dispute involving non-compete and non-solicitation provisions.05:50 – 06:09 | Closing the Case SegmentLessons 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 investors10:41 – 11:04 | Case Example & Final TakeawaysA 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 GalaJoin 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 DisclaimerA reminder that all podcast content is for informational purposes only and does not constitute legal advice.13:25 – 14:02 | Closing & Contact InfoSubscribe and follow An Ounce of Prevention for future episodes, case law updates, and industry insights.Contact: [email protected] | (832) 831-2289