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.
In Part 3 of our 1031 exchange documentation series, we break down the real risks of skipping or mishandling your exchange paperwork. From surprise tax bills to lost deductions and long-term depreciation issues, this post reveals what’s at stake—and how EPC helps investors avoid costly missteps.
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Proper 1031 exchange documentation doesn’t just help you avoid tax surprises—it’s the key to maximizing depreciation, deductions, and long-term savings. In Part 2 of our series, we explain why even experienced CPAs can miss key details and how EPC’s specialist review ensures your investment delivers its full benefit.
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Many investors think their 1031 exchange is complete once the property closes—but skipping exchange documentation can cost thousands in surprise taxes. This first article in our 3-part series explains what 1031 exchange documentation is, why it matters, and how EPC helps protect your tax savings with a detailed post-closing analysis.
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