The “Good Idea” That Almost Cost Mike Over $500,000
Mike wanted to pull cash out before his 1031 exchange. One question changed his mind—and saved him over $100K/year. Here's what happened.
Read article The critical final step a 1031 Exchange demands
Expert 1031 Exchange Documentation
Many investors face costly tax surprises because critical exchange documentation is missed. We provide the specialized post-closing analysis to protect savings and ensure full IRS compliance.
Why Exchange Planning Corporation?
Specialized Exchange Analysis & Documentation
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.
Maximizing Investor Outcomes & Tax Efficiency
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.
Unwavering Reliability & Client Protection
EPC stands firmly behind its work with a $2,000,000 E&O insurance policy and our unique Audit Assurance Warranty. Should an exchange we’ve documented face an audit due to our work, we provide complimentary audit representation to defend it.
Case Studies & Knowledge Base
The $1.2 Million Mistake: When “You’re Too Old to Exchange” Is Dead Wrong
Carl's tax advisor said he was "too old to exchange." That advice cost him $1.2 million. Learn why age is never a disqualifier for a 1031 exchange—and what options Carl should have considered.
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Why So Many 1031 Exchanges Are Reported Incorrectly
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…
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