Carryover and Excess Basis Explained Simply for 1031 Exchanges
A clear, plain-English guide to understanding carryover and excess basis in 1031 exchanges—what they mean, how they work, and why accuracy matters.
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1031 Exchange Planning Services
Selling an investment property and seeking to maximize value? We plan real estate exchanges and create tax savings solutions.
Why Exchange Planning Corporation?
Enhanced Liquidity, Cash Flow & Tax Savings
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.
Expert Guidance & Reporting
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.
Satisfaction Guarantee
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.
Case Studies & Knowledge Base
Turning Lemons into Lemonade: How One Smart 1031 Exchange Increased After-Tax Income by over 50%
Discover how strategic 1031 exchange planning and DST selection turned a projected $100,000 income drop into $640,000 in tax savings. Learn how after-tax income rose 58% in this real client case study.
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7 Practical Tax Wins for Rental Owners
If you own rentals, you already know real estate rewards discipline: you fix things before they break, you screen tenants carefully, and you keep the books reasonably clean. The tax code works the same way. When you treat your rentals like a business—nothing exotic, just simple habits—you unlock deductions that most investors leave on the table.
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