Advanced 1031

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. 

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.

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. 

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.

With tax season upon us, participants in 1031 exchanges must pay special attention to the timing of their tax filings. Early or incorrect filings can result in avoidable financial burdens, including unnecessary tax liabilities and the forfeiture of significant tax deferral advantages.  The Risks of Premature Filing When you file your tax returns before your

What is a 1031 Exchange? Facilitated by a Qualified Intermediary (QI), a 1031 exchange allows real estate investors of all sizes to defer capital gains tax on the sale of an investment property by reinvesting the proceeds into like-kind property. Sanctioned by §1031 of the IRC, the 1031 exchange is an excellent tool for maximizing