Capture the Maximum Tax Savings Your Exchange Allows
Your QI closes the transaction. Your CPA files the return. We work the gap in between — verifying the documentation and optimizing depreciation before the numbers are locked in.
Nearly half the exchanges we review contain errors that cost the investor real money at filing.
Real Clients, Real Savings
Every situation is different. Here's how we've helped investors just like you.
Janet's Dilemma: Pay $732,000 in Tax, or 1031 Exchange Into DSTs?
Janet faced about $732,000 in tax on the family property. See how Exchange Planning Corporation's calculators compared seven portfolios across rentals, commercial, and DSTs.
Read the full storySmall 1031 Exchange Into DSTs: Why $1,000 in Tax Savings Still Matters
A $255,000 1031 exchange in a no-tax state still produced $1,000/year in tax savings with the right DST leverage mix. Here's how the property-choice math works — and why size shouldn't decide whether you run it.
Read the full story$650,000 in Taxes or $2,000 a Year? What 30 Minutes With a 1031 Exchange Calculator Showed One Investor
An investor facing $650,000 in taxes on a $4.5M home sale sat down with Exchange Planning Corporation's calculators. In 30 minutes, he saw how a 1031 exchange could generate $152,000/year in income paying roughly $2,000/year in taxes.
Read the full storyIs Your Exchange Actually Optimized?
Pull last year's tax return and run through these five checks. Most investors find at least one red flag.
Five things you can check on your tax return right now to see if money is being left on the table — no tax expertise required.
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Whether you're planning an exchange, in the middle of one, or optimizing one you've already completed
Before Your 1031 Exchange
Pre-Closing Services
Working with an Investor Approaching a Sale?
We partner with professionals to ensure their clients' exchanges are optimized
For QIs
Clean handoffs with complete documentation your clients will appreciate
For Financial Advisors
Deepen client relationships with tax optimization expertise
For Tax Professionals
Specialist support for complex 1031 exchange filings
For Real Estate Pros
Add value for clients selling investment properties
See How Much You Could Save
Use our interactive calculator to estimate your potential tax savings. Get instant results with no obligation.
Run My NumbersLatest from the Blog
Insights on 1031 exchanges, DST investments, and tax strategies
Janet's Dilemma: Pay $732,000 in Tax, or 1031 Exchange Into DSTs?
Janet faced about $732,000 in tax on the family property. See how Exchange Planning Corporation's calculators compared seven portfolios across rentals, commercial, and DSTs.
I Sold a 1031 Property at a $400,000 Loss — Why Is There No Tax Deduction?
Sold a 1031 exchange property at a loss but got no deduction? Here's why economic loss and tax loss differ after an exchange — with a full worked example.
Small 1031 Exchange Into DSTs: Why $1,000 in Tax Savings Still Matters
A $255,000 1031 exchange in a no-tax state still produced $1,000/year in tax savings with the right DST leverage mix. Here's how the property-choice math works — and why size shouldn't decide whether you run it.
Not Sure Where to Start?
Schedule a 15-minute call with our team. We'll help you understand your options and determine the best approach for your situation.