Reverse 1031 Exchanges: Topics to Review With Your Advisors Before You Buy First
A reverse exchange flips the usual 1031 sequence, buying before selling. That structural difference raises questions worth reviewing with your advisors early.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
advisor-coordination
exit planning
financial advisor
liquidity event
real estate
capital gains
equity compensation
721 UPREIT Exchanges After a DST: Topics to Review With Your Advisor
A 721 exchange converts a DST interest into REIT operating partnership units, a one-way move worth reviewing with your advisor first.
Depreciation Recapture in a 1031 Exchange: Topics to Review With Your Tax Advisor Before Your Replacement Property Closes
A 1031 exchange defers depreciation recapture rather than erasing it. Here are the coordination topics to walk through with your tax advisor and QI before closing.
DST 1031 Exchange Holding Period: Topics to Clarify With Your Tax Advisor Before Investing
A DST's holding period defines when capital comes back and what choices the investor has at the end. Here are the topics worth reviewing first.
The 180-Day Exchange Period in a 1031: Topics to Clarify With Your Tax Advisor Before Closing on Replacement Property
The 180-day exchange period sets a hard outside boundary on when replacement property must close. Here are the topics worth raising with your tax advisor.
Stepped-Up Basis on Inherited Real Estate: Topics to Clarify With Your Tax Advisor Before Selling
Stepped-up basis rules can significantly change the tax picture on inherited real estate. Here are the topics worth raising with your tax advisor before any sale.
Like-Kind Property Requirements in a 1031 Exchange: Topics to Clarify With Your Tax Advisor
Topics to clarify with your tax advisor about like-kind property in a 1031 exchange before identifying replacement property.
Boot in a 1031 Exchange: Topics to Clarify With Your Tax Advisor Before Closing
Boot in a 1031 exchange can produce unexpected taxable gain at closing. Topics worth reviewing with a tax advisor before the closing date.
Qualified Intermediary Selection for a 1031 Exchange: Topics to Review With Your Advisors
The qualified intermediary holds your sale proceeds and documents the like-kind exchange. Choosing one without input from your tax and legal advisors is a common and avoidable risk.