Helping real estate investors realize dreams & tax savings

1031 Exchange Planning Services

Selling an investment property and seeking to maximize value? We plan real estate exchanges and create tax savings solutions.

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Why Exchange Planning Corporation?

Enhanced Liquidity, Cash Flow & Tax Savings

Exchange Planning is a critical process focused on investor goals and three key elements in a 1031 exchange: liquidity needs, cash flow, and tax savings.  Our analysis helps to “align” these elements, providing investors with enhanced exchange results to meet their goals.

Expert Guidance & Reporting

Exchange Planning provides expert guidance and comprehensive reporting for investors to select their best options, and it provides tax pros with the tools needed for accurate tax reporting. Through this process a more capable, cohesive, and loyal team emerges for the benefit of the investor.

Satisfaction Guarantee

100% satisfaction guarantee and no payment is made until our work is done.  We stand behind our work with a $2,000,000 E & O insurance policy.  We also have a fully funded Audit Assurance Warranty that will pay for audit representation, if an exchange is challenged. We will work at no cost to defend our work product.

Case Studies & Knowledge Base

Are Reserves in a DST Considered Boot? Understanding 1031 Exchanges and DST Reserves

For real estate investors considering a 1031 exchange into a Delaware Statutory Trust (DST), understanding the tax implications of DST reserves is crucial. Many investors wonder if these reserves could be classified as "boot," potentially triggering capital gains taxes. In this guide, we’ll clarify why DST reserves generally do not jeopardize the tax-deferred status of a 1031 exchange.

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