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.
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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.