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 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.
Read article
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.
Read article
Navigating the intricacies of withdrawing principal from GST exemption trusts and irrevocable trusts can be challenging. These trusts, integral to estate planning, are designed to preserve wealth and minimize taxes. However, the rules governing withdrawals are often complex and require careful consideration. This blog post provides an overview of the key considerations, including understanding the trust structure, adhering to the HEMS standard, and considering tax implications. It also offers practical advice for beneficiaries, such as consulting with a trust attorney and reviewing trust documents thoroughly. By following these guidelines, beneficiaries can make informed decisions that align with their financial goals and legal obligations.
Read article
