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.
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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The recent passage of the 2025 "One Big Beautiful Bill Act" (OBBBA) by Congress has made waves throughout the real estate and investment communities. Signed into law on July 4, 2025, the OBBBA reinstates 100% bonus depreciation for qualifying property acquired and placed in service after January 19, 2025. This powerful incentive revives a critical tax-saving strategy that significantly impacts property investors, particularly when combined with Delaware Statutory Trust (DST) investments.
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