Carryover and Excess Basis Explained Simply for 1031 Exchanges
A clear, plain-English guide to understanding carryover and excess basis in 1031 exchanges—what they mean, how they work, and why accuracy matters.
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
Turning Lemons into Lemonade: How One Smart 1031 Exchange Increased After-Tax Income by over 50%
Discover how strategic 1031 exchange planning and DST selection turned a projected $100,000 income drop into $640,000 in tax savings. Learn how after-tax income rose 58% in this real client case study.
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7 Practical Tax Wins for Rental Owners
If you own rentals, you already know real estate rewards discipline: you fix things before they break, you screen tenants carefully, and you keep the books reasonably clean. The tax code works the same way. When you treat your rentals like a business—nothing exotic, just simple habits—you unlock deductions that most investors leave on the table.
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