The integrity of a 1031 exchange extends far beyond the closing date. EPC specializes in meticulous post-exchange analysis and documentation, ensuring every detail—from complex boot reconciliation to accurate basis calculations—is handled with unparalleled precision. This foundational work safeguards the investor’s tax deferral and provides their CPA with clear, audit-ready reporting, reinforcing the quality of service provided by all professionals involved in the transaction.
Our comprehensive services, including expert Exchange Documentation, Cost Segregation, and 1031 Exchange Reviews, are designed to unlock the full financial potential of an investor’s exchange. We identify opportunities to maximize tax savings, enhance cash flow, and establish a robust financial footing for future performance.
In Part 3 of our 1031 exchange documentation series, we break down the real risks of skipping or mishandling your exchange paperwork. From surprise tax bills to lost deductions and long-term depreciation issues, this post reveals what’s at stake—and how EPC helps investors avoid costly missteps.
Read article
Proper 1031 exchange documentation doesn’t just help you avoid tax surprises—it’s the key to maximizing depreciation, deductions, and long-term savings. In Part 2 of our series, we explain why even experienced CPAs can miss key details and how EPC’s specialist review ensures your investment delivers its full benefit.
Read article
Many investors think their 1031 exchange is complete once the property closes—but skipping exchange documentation can cost thousands in surprise taxes. This first article in our 3-part series explains what 1031 exchange documentation is, why it matters, and how EPC helps protect your tax savings with a detailed post-closing analysis.
Read article
