Author Archives: Lauren Speidel

How, When and Why a 1031 Exchange Should be Set-up with a Qualified Intermediary

Posted by Jun 29, 2026 1031 Exchange Basics
How, When and Why a 1031 Exchange Should be Set-up with a Qualified Intermediary

Unlock the potential of your real estate investments with a 1031 exchange! This powerful tax deferral strategy allows you to sell your investment properties and reinvest in like-kind properties without the immediate burden of capital gains and depreciation recapture taxes. Timing and proper setup are crucial, and working with a qualified intermediary is essential to ensure a successful exchange. Discover how to navigate the complexities of 1031 exchanges, meet critical deadlines, and maximize your investment potential. Don’t miss out on the opportunity to preserve your equity and build long-term wealth—read on to learn more about this invaluable strategy!

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

Posted by Jun 19, 2026 Rules & Deadlines
The California Claw Back Withholding Requirements: What Every 1031 Exchange Investor Should Know!

When selling California real estate, many investors are caught off guard by the state’s “Claw Back” withholding requirements. Even after completing a 1031 exchange into out-of-state property, California expects you to pay tax on any deferred gains when you eventually sell. This article delves into the intricacies of the California Claw Back, explaining how it impacts both residents and nonresidents alike. Learn about the essential California FTB Form 3840, the responsibilities of investors and their advisors, and how to navigate this complex landscape to protect your investments and avoid costly penalties. Don’t let California’s long memory surprise you!

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