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.
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.
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.
Discover the pros and cons of cash-out refinancing versus a full 1031 exchange. Learn how one investor saved $650,000 in income and $300,000 in tax savings with a data-driven approach to maximizing financial outcomes.
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Discover how Debbie, a savvy real estate investor, saved $250,000 in taxes through a 1031 exchange adjustment. Learn how strategic depreciation and expert guidance can unlock hidden tax savings for your investments.
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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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