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.
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
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.
1031 Exchange Identification Period: What to Clarify Before the 45-Day Window Closes
The 45-day identification window leaves no room for uncertainty. Clarifying the rules, the written requirements, and the interaction with your tax return deadline before the relinquished property closes can prevent the mistakes that disqualify exchanges.
Reverse 1031 Exchanges: What Real Estate Investors Need to Know
A reverse 1031 exchange inverts the typical order - acquire first, sell second - but the tax rules, financing constraints, and timeline are significantly more complex than a forward exchange.
What to Clarify About Delaware Statutory Trusts Before Investing
DSTs are increasingly common as 1031 replacement properties, but they carry structural features that are easy to overlook. Here are the clarifying questions worth asking before investing.
1031 Exchange: Questions to Ask Your Tax Advisor
A 1031 exchange can defer a large capital gains tax bill, but the rules are strict and the windows are short. These are the questions to work through with a tax advisor first.