Stay informed with the latest news, strategies, and expert guidance on 1031 exchanges and tax-deferred real estate investing.
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Sold a 1031 exchange property at a loss but got no deduction? Here's why economic loss and tax loss differ after an exchange — with a full worked example.
A $255,000 1031 exchange in a no-tax state still produced $1,000/year in tax savings with the right DST leverage mix. Here's how the property-choice math works — and why size shouldn't decide whether you run it.
An investor facing $650,000 in taxes on a $4.5M home sale sat down with Exchange Planning Corporation's calculators. In 30 minutes, he saw how a 1031 exchange could generate $152,000/year in income paying roughly $2,000/year in taxes.
In Part 2 of our calculator case study series, Exchange Planning Corporation shows how replacement property leverage saves one investor over $1,000,000 in taxes — and why future savings matter more than the exchange itself.
A Washington state investor sells for $7M and debates a partial 1031 exchange. Exchange Planning Corporation's calculators reveal what boot really costs—and it's more than most investors expect.
DST investors ask the same three tax questions about rental income, expenses, and why they're paying so much. Here's what's behind each one—and when to bring in a specialist.
A DST can sell at a loss and still trigger a taxable gain. Exchange Planning Corporation explains why — and three ways to handle it in your next 1031 exchange.
When co-owners disagree on selling, a 1031 exchange is still possible. Exchange Planning Corporation explains three strategies for jointly owned property.
Mike wanted to pull cash out before his 1031 exchange. One question changed his mind—and saved him over $100K/year. Here's what happened.
Carl's tax advisor said he was "too old to exchange." That advice cost him $1.2 million. Learn why age is never a disqualifier for a 1031 exchange—and what options Carl should have considered.
*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 assum...
Learn how real estate agents can win more listings by helping property owners save taxes through 1031 exchanges and DSTs. Free consultation available.
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
A clear, plain-English guide to understanding carryover and excess basis in 1031 exchanges—what they mean, how they work, and why accuracy matters.
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
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 sam
Oil, gas, and other mineral rights can qualify for tax-deferred treatment under an IRS §1031 like-kind exchange – but only when those rights are considered real property interests. The IRS and courts
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.
Learn five quick checks to spot common 1031 exchange reporting errors, protect depreciation, and avoid costly tax surprises. Free expert review included.
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 t
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 reinsta
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 depreciat
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
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 ex
Heirs inheriting an S Corp with real estate face unique tax challenges. Learn how step-up basis applies to stock, not assets, and the potential tax consequences.
Investors involved in Delaware Statutory Trusts (DSTs) and 1031 Exchanges face unique tax responsibilities, particularly when investments span multiple states. Ensuring compliance across jurisdictions...
Navigating the complex landscape of state tax filing can be daunting for DST investors. However, understanding why you should file in every state where your tangible property is located is critical—no...
Discover the pros and cons of cash-out refinancing versus a full 1031 exchange. Learn how one investor saved $650,000 in income and $300,000 in tax savings with a data-driven approach to maximizing fi
Discover how Debbie, a savvy real estate investor, saved $250,000 in taxes through a 1031 exchange adjustment. Learn how strategic depreciation and expert guidance can unlock hidden tax savings for yo
For real estate investors considering a 1031 exchange into a Delaware Statutory Trust (DST), understanding the tax implications of DST reserves is crucial. Many investors wonder if these reserves coul
Navigating the intricacies of withdrawing principal from GST exemption trusts and irrevocable trusts can be challenging. These trusts, integral to estate planning, are designed to preserve wealth and
1031 exchanges, often seen as a golden ticket in the world of real estate investment, offer investors the ability to defer capital gains taxes by reinvesting the proceeds from a property sale into ano
Benefiting from the journey of a 1031 exchange can be filled with uncertainties and complexities. Real estate investors often grapple with the question: Are they maximizing their tax benefits? A singl
When navigating a 1031 exchange, real estate investors often face the decision of whether to add cash to the transaction. This strategic move, though frequently overlooked, holds the potential to sign
When it comes to divesting property assets, reducing your tax bill is often a primary concern. Jim and Patti faced this exact challenge when they inherited a rental property from Patti’s father. Locat
Understanding Loan to Value (LTV) in the context of a Delaware Statutory Trust ("DST") 1031 exchange requires consideration of the reserves, when making the right financial moves for investors. Not to
Cost segregation stands as one of the most potent tools for property owners aiming to optimize their tax deductions. At its core, it revolves around accelerating depreciation on specific elements of a
The world of 1031 exchanges is filled with terms that, while seemingly simple, are steeped in intricate details. For investors keen on maximizing the potential of their real estate transactions, under
Retirement planning is something most everyone thinks about - from young professionals just starting out to seasoned workers approaching their golden years. It's a goal that goes beyond just saving m
In the real estate investment sector, everyone is looking for the most lucrative opportunities while minimizing tax implications. The 1031 Exchange is a powerful tool that can achieve just that. Howev
In the world of 1031 exchanges, Qualified Intermediaries (QIs) play an essential role, acting as a vital bridge between the seller and buyer. Understanding the role, responsibilities, and significance
Whether you're considering extracting cash for an investment, home remodel, or charitable contributions, understanding the rules and regulations can save you from unexpected tax liabilities. As we exp
Sometimes, what's nestled within the shadows of our understanding is merely the unknown. This adage holds especially true in the world of cost segregation and depreciation recapture. So, let's shine a
Investing in Delaware Statutory Trusts (DSTs) can offer attractive opportunities for real estate investors. However, understanding the tax implications and optimizing tax efficiency within DSTs requires careful attention to basis, depreciation, and expense treatment.
California, with its thriving real estate market and diverse investment opportunities, is a sought-after state for some real estate investors. However, the state's burdensome regulations, which heavi
Like-Kind or 1031 exchanges are a valuable tool for real estate investors. In this article, we delve into the current state of 1031 exchanges, address potential changes, and highlight our commitment t
Navigating the complexities of a 1031 Like-Kind Exchange can be overwhelming, especially when it involves IRS paperwork and depreciation recapture. At Exchange Planning Corporation, we understand the
Form 8824 plays a crucial role in 1031 exchanges, requiring a deep understanding of its complexities to ensure accurate calculations and maximize tax benefits. At Exchange Planning Corporation, we spe
At Exchange Planning Corporation we encounter fascinating cases that highlight the significance of our expertise in 1031 exchanges. One such case is Garrett's, where our in-depth understanding of exch
In the intricate world of 1031 exchanges, understanding the various forms involved is crucial to ensure compliance with IRS regulations and maximize the tax benefits of the exchange. At Exchange Plann
When it comes to 1031 exchanges that include DSTs as replacement properties, one crucial aspect that often goes overlooked is the treatment of reserves. Reserves can provide significant tax benefits,
Delaware Statutory Trusts (DSTs) provide individuals with opportunities to invest in a wide range of real estate properties. As a qualified option for 1031 exchanges, DSTs offer the advantage of defer
In the dynamic landscape of real estate investment, bonus depreciation has been a potent tool for maximizing tax savings. This tax incentive, which has been a boon for property investors, is, however,
The 1031 exchange timeline and time frame are key considerations for real estate investors opting for this tax-deferring strategy. When an investment property is set for sale and a 1031 exchange is ch
Navigating the complexities of 1031 exchanges becomes especially challenging considering that real estate investors typically do not frequently sell their rental properties. As a result, even the most
Brett and Angel have dreams. When we first met them, Angel said, “I have lived in the same house with Brett for more than 30 years, and I want a new kitchen.” Brett said, “I want to travel Europe befo
Hunter and Dolores were lucky enough to have lived longer than they could run their business, and the building ended up becoming their retirement fund. They needed liquidity, so they sold. The sale of
Investors are often shocked that they haven't learned of a powerful tax savings tool call trade-up basis. One cannot complete an efficient exchange that achieves their goals in a tax-efficient manner
It will also make you smarter than most tax professionals. Almost every exchange of real estate property involves boot, which is another term for cash. Sadly, most tax professionals don’t know the def
This article will help you how these terms are used when planning to save taxes. When you are planning a tax-efficient exchange that will accomplish your goals, debt is often a critical piece of the p
DSTs are an efficient way to reinvest your 1031 proceeds. A Delaware Statutory Trust, or DST, has become a very effective tool for helping real estate investors accomplish their goals in 1031 exchange
The "secret sauce" that will provide you with big tax savings. After the Tax Cuts and Jobs Act of 2017, cost segregation has become more valuable than ever in helping real estate investors accomplish
Much of the tax preparation community believes that you can’t use a 1031 exchange to save taxes on a gain from a partnership. They are wrong about this. Drake’s case presents a unique opportunity to s
Most preparers don’t have many clients who do exchanges. As a result, most preparers don’t have a lot of practical experience computing 1031 exchanges. Here's a story of two exchanges that could have
Deb had a complicated situation with high debt. We helped her plan her exchange so she came out with extra income every year.
Ralph just retired and needs to sell his rental as soon as possible, but it's barely breaking even. Ralph's situation is unique, and while he didn't complete an exchange - it actually ended up benefi
Geoff had a complicated divorce and wanted to sell his DSTs to pay off his debts - but that would create a large tax bill.
Investing in stocks and real estate can present unique challenges. For Lynn, we balanced her desire for liquidity and for other investments against the tax consequences to come up with a solution tha
Taxes are often one of the biggest threats to accumulating wealth. Nathan was selling a multi million dollar, multi-family property. When a client is considering selling and the sale price has 8 digi
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