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.
And Why an Independent Exchange Review Matters More Than Ever Most people assume that if a 1031 exchange is handled by a large, well-known accounting firm, it will be reported correctly. That assumption is understandable—and often wrong. Who Are the “Big Four”? The “Big Four” are the four largest international accounting firms. They are massive…
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Learn how real estate agents can win more listings by helping property owners save taxes through 1031 exchanges and DSTs. Free consultation available.
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Learn how eminent domain affects investors in a Delaware Statutory Trust (DST), including the tax consequences, why a 1031 exchange usually won’t apply, and how Section 1033 can preserve tax deferral when a DST or rental property is involuntarily converted.
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