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The California Claw Back Withholding Requirements: What Every 1031 Exchange Investor Should Know!

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Author Archives: Lauren Speidel

The California Claw Back Withholding Requirements: What Every 1031 Exchange Investor Should Know!

Posted by Lauren Speidel Jun 19, 2026 Rules & Deadlines
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 a 1031 exchange and move your investment to property located in another state, California still expects you to pay tax on the deferred gain when you eventually sell in the […]

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About Lauren Speidel

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Lauren Speidel is Assistant Vice President and Regional Manager for The Exeter Group of Companies, overseeing client relationships and business development throughout the Midwest region. With more than 20 years of experience in financial services and nearly two decades specializing in real estate tax strategies, she helps investors, advisors, and real estate professionals navigate complex 1031 exchange transactions. Lauren has extensive expertise in forward, reverse, improvement, and advanced 1031 exchange structures, as well as Delaware Statutory Trusts (DSTs), REITs, and other replacement property strategies. She works closely with CPAs, attorneys, financial advisors, real estate professionals, and their clients to help facilitate successful and compliant exchange transactions.

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