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Advanced 1031 Exchange Concepts
Learn about common 1031 exchange pitfalls and how to avoid them.
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How to Report a Reverse 1031 Exchange on IRS Form 8824
How, When and Why a 1031 Exchange Should be Set-up with a Qualified Intermediary
Seller Carry-back Notes and 1031 Exchanges: Rules, Structure, and Planning
The California Claw Back Withholding Requirements: What Every 1031 Exchange Investor Should Know!
How, When and Why a 1031 Exchange Should be Set-up with a Qualified Intermediary
Download as a PDF A 1031 exchange can be a powerful tax deferral strategy for real estate investors. When it is structured correctly, it allows
The California Claw Back Withholding Requirements: What Every 1031 Exchange Investor Should Know!
Download as a PDF When you own California real estate and decide to sell, the state has an extremely long memory. Even if you complete
What Qualifies as Like Kind Property in a 1031 Exchange?
Download as a PDF Introduction to Like-Kind Property Requirements A 1031 tax deferred exchange transaction allows a real estate investor to defer the payment of
1031 Exchange Qualified Use Requirements: It’s the Intent that Really Matters
Download as a PDF When investors consider a 1031 exchange, one of the first questions they ask is whether their property qualifies for tax-deferred treatment.
Who is a Related Party in a 1031 Exchange?
Download as a PDF Who Is Considered a Related Party? The definition of a related party is the most important issue involved in any related
1031 Exchange Basics: Rules, Structures, Guidelines, and the Role of the Qualified Intermediary
A properly structured 1031 exchange can help real estate investors defer capital gain taxes while preserving equity and improving long-term investment flexibility. This guide explains the core rules, exchange structures, timelines, qualified intermediary requirements, and best practices investors should understand before starting a 1031 exchange transaction.
How to Report a Reverse 1031 Exchange on IRS Form 8824
Download as a PDF If you’ve completed a reverse 1031 exchange and are now facing tax filing season, understanding how to report the transaction correctly
Why an Investor Should Consider a Reverse 1031 Exchange?
A standard forward 1031 exchange requires investors to sell their existing relinquished property before acquiring a new replacement property. While this structure works well in
Seller Carry-back Notes and 1031 Exchanges: Rules, Structure, and Planning
Download as a PDF If you’re selling investment real property and the buyer is not able to secure conventional financing, you may end up holding
Zero Equity 1031 Exchange: Defer Taxes When You Have No Equity
Download as PDF A zero equity 1031 exchange allows a real estate investor to defer the payment of capital gain and depreciation recapture taxes when
Legal Beneficiary Vesting for Seller Carry Back Notes Inside a 1031 Exchange
Download as a PDF Seller carryback financing can be a useful tool in a real estate sale, but it requires careful handling when the transaction
Related Party 1031 Exchange Rules for Real Estate Investors
Download as a PDF 1031 tax deferred exchange transactions can be powerful tax-deferral strategies for real estate investors and property owners. However, when a sale
How to Safeguard Your 1031 Exchange Funds: A Guide to Selecting the Best Qualified Intermediary
Download the PDF A 1031 exchange is a powerful tax planning strategy that allows investors to defer the payment of capital gain taxes when selling