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.
After an owner’s passing, a step-up in basis can erase gains and reset depreciation. Learn when a 1031 still helps, common prep errors, and how to fix them.
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Learn five quick checks to spot common 1031 exchange reporting errors, protect depreciation, and avoid costly tax surprises. Free expert review included.
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In the world of real estate and DSTs, it's very common for potential investors to look at pre-tax yields. We find this counterintuitive and very misleading. We often feel compelled to ask clients in this situation what the projected pre-tax yield was on the first rental property they purchased. In fact, we used to ask clients why they bought their first rental property. No one ever said it was because it was projected to make a 7% yield.
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