State Taxes in a 1031 Exchange: Claw-Back Rules and Filing Topics to Review With Your Tax Advisor
Four states keep tracking deferred 1031 gain after property leaves their borders. What to clarify before exchanging across state lines.
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Vacation and Second Homes in a 1031 Exchange: Topics to Clarify Under the Safe Harbor Rules
A second home or vacation property does not automatically qualify for a 1031 exchange. Here is what the safe harbor rules require.
1031 Exchange Identification Rules: What to Clarify Within the 45-Day Window
The 45-day identification window in a 1031 exchange does not pause for anything. Here are the topics worth clarifying with your advisors before it starts.
Understanding Boot in a 1031 Exchange: What to Review With Your Advisor
A partially failed 1031 exchange usually comes down to boot. Here's what the term means and what to clarify with your advisor before you close.
DST Exit Strategies: Topics to Review When a Sponsor Plans to Sell the Property
What happens when a DST sponsor sells the underlying property, and the questions worth raising with your advisor before that day comes.
Choosing a Qualified Intermediary for a 1031 Exchange
Questions to ask before choosing the qualified intermediary who will hold your exchange proceeds during a 1031 transaction.
Drop and Swap 1031 Exchanges: What Partners Should Clarify Before Restructuring Ownership
Not every partner in a real estate LLC wants to reinvest. Here is what a drop and swap restructuring involves and what to clarify before using one.
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.
Debt Replacement Requirements in a 1031 Exchange: Topics to Review With Your Lender and Tax Advisor
Matching debt on a 1031 exchange replacement property is an overlooked step. Topics that come up when a lender and tax advisor compare notes.