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.
And Why an Independent Exchange Review Matters More Than Ever Most people assume that if a 1031 exchange is handled by a large, well-known accounting firm, it will be reported correctly. That assumption is understandable—and often wrong. Who Are the “Big Four”? The “Big Four” are the four largest international accounting firms. They are massive…
Read article
Learn how real estate agents can win more listings by helping property owners save taxes through 1031 exchanges and DSTs. Free consultation available.
Read article
Learn how eminent domain affects investors in a Delaware Statutory Trust (DST), including the tax consequences, why a 1031 exchange usually won’t apply, and how Section 1033 can preserve tax deferral when a DST or rental property is involuntarily converted.
Read article
