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 »
I’m thinking about selling my second home and wondering if it qualifies for a 1031 exchange?
Does My Second Home Qualify for a 1031 Exchange? 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 »
We’re proud to share that Shonna Felkel, President and General Counsel of Banker Exchange, has been named a 2025 Influential Woman of Law by South Carolina Lawyers Weekly. This annual award honors women across the Carolinas who are making a lasting impact in the legal community. Honorees are recognized for their leadership, business acumen, mentoring,
Shonna Felkel Named One of South Carolina’s Influential Women of Law Read More »
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
Strategic Timing for Tax Filings in 1031 Exchanges Read More »
John Boyd, founder of Banker Exchange and a seasoned 1031 exchange expert, recently shared invaluable insights into how these 1031 exchanges empower investors to grow their wealth significantly. Check out the video below and keep reading to explore the key takeaways from the interview.
Why Smart Investors Are Turning to 1031 Exchanges to Build Wealth Read More »
When it comes to tax deferral strategies associated with property, understanding your options is crucial. I.R.C. § 1033 offers flexibility and a potential advantage over I.R.C. § 1031 in specific scenarios involving property condemnation, whether actual or threatened. Understanding I.R.C. § 1033 I.R.C. § 1033 provides tax deferral options in instances where property is transferred,
