Resources

Free guides, checklists, and videos to help you understand 1031 exchanges and protect your investment.

Five Checks for Your 1031 Exchange

Use these five checks to verify your 1031 exchange was reported correctly. Most investors who review their documentation with this guide discover at least one item worth a closer look.

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Questions about what you find? Schedule a complimentary review with Exchange Planning Corporation.

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Learn why working with a 1031 exchange documentation specialist can save you thousands.

Why You Need a 1031 Exchange Specialist

Your QI's job ends at closing. Your CPA files what they're given. Learn how a documentation specialist fills the gap and helps you capture every tax benefit your exchange provides.

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Blog

Expert articles on 1031 exchanges, DST investments, and tax strategies.

Video Library

Educational videos explaining complex exchange concepts simply.

Case Studies

Real examples of how proper documentation saved clients money.

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