Build-to-Suit 1031 Exchanges: Topics to Clarify Before You Start
Improvement exchanges add construction to a 1031 timeline. Here is what to clarify with your advisors before the exchange period runs out.
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Related-Party Rules in a 1031 Exchange: Topics to Review With Your Tax Advisor
Selling or buying replacement property from a family member or related entity in a 1031 exchange triggers extra scrutiny. Here is what to review.
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.
DST Sponsor Due Diligence: Topics to Coordinate With Your Tax Advisor
A 1031 investor's checklist of sponsor due diligence topics to coordinate with a tax advisor before committing exchange proceeds to a Delaware Statutory Trust.
Partial 1031 Exchanges: Questions to Review With Your Advisors When Not All Proceeds Are Reinvested
Partial 1031 exchanges raise specific questions about boot, reinvestment timing, and replacement property identification worth clarifying upfront.
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.