We weren’t just explaining what 1031 exchanges are; we were sharing why they matter and why it’s important to continue advocating for them, even when they’re not under immediate threat. Most of the delegates we met had some familiarity with 1031s, and many were supportive.
Three Years at the FEA Mid-Year Conference Read More »
A 1031 exchange can significantly reduce tax burden through deferral, but it still requires careful reporting. April is the time to make sure all the details line up: basis, depreciation, boot, and documentation.
April 15th Tax Survival Guide: What 1031 Exchanges Do (and Don’t) Cover Read More »
What happens if I can’t find the right replacement property in time in my 1031 exchange?
What Happens if I Can’t Find a Replacement Property in Time? Do I Have Options? Read More »
You don’t need to be an expert in DSTs or trust structures. You simply need to recognize when a client’s situation may warrant a broader conversation.
DSTs & Passive Options: When a 1031 Exchange Doesn’t Fit the Timeline Read More »
Before the spring selling rush begins, now is the perfect time to brush up on the most common 1031 exchange mistakes we see each year (and how to avoid them with a little planning).
The Most Common 1031 Exchange Mistakes (and How to Avoid Them) Read More »
I’m afraid I’ll mess up my 1031 exchange. What should I watch out for?
How Can I Avoid Messing Up My 1031 Exchange? Read More »
Congratulations to Shonna Felkel for her well-deserved SCBiz News South Carolina 500 nomination.
Banker Exchange General Counsel Shonna Felkel Named to SCBiz News’ South Carolina 500 Read More »
Banker Exchange announces appointment of Steve Chacon to President.
Welcome Steve Chacon, President of Banker Exchange Read More »
I’m a strong believer in engaging a Qualified Intermediary early. Not after the property is under contract. Not at closing. Ideally, well before a listing agreement is signed.
Why You Should Engage a Qualified Intermediary Early Read More »
A lot of folks think 1031 exchange planning start when they sign a contract to sell. In reality, the smoothest exchanges start months earlier with a little prep, some smart housekeeping, and a couple of quick conversations.
What Should I Do Before Year-End if I’m Thinking About a 1031 Exchange Next Year? Read More »
