Stay informed with the latest news, strategies, and expert guidance on 1031 exchanges and tax-deferred real estate investing.
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.
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.
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
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
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
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
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
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
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