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 »
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 »
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 »
If you’re thinking about selling investment property in 2026 and want to position yourself for a smooth 1031 exchange, now is the perfect time to get organized.
Before the Ball Drops: 10 Things Investors Should Do Before Year-End Read More »
The tax code lets some sellers choose which tax year to recognize certain gain if they sell in one year but receive payment in the next. That window becomes especially interesting for exchangers after November 17, 2025.
Why November 17 Matters for 1031 Sellers Read More »
Confused about how to title your replacement property in a 1031 exchange? Learn why the same taxpayer who sells must also buy, and how to avoid common titling mistakes that can invalidate your exchange.
Understanding the Same Taxpayer Requirement: Title Rules for Replacement Property Read More »
Wondering if you can 1031 a personal residence or vacation home? Learn how IRS Rev. Proc. 2008-16 outlines the requirements for second homes to qualify for a 1031 exchange.
Can I 1031 a Personal Residence, Second Home, or Vacation Home? Read More »
Wondering if you can get your money back in a 1031 exchange? Learn what really happens if you change your mind mid-process and how to avoid costly surprises.
Can I Get My Money Back in a 1031 Exchange? What Happens if You Change Your Mind Read More »
