Title and Insurance Due Diligence in a 1031 Exchange: What to Review Before Closing
Title defects, insurance gaps, and environmental issues surface fastest under a 1031 exchange deadline. A pre-closing checklist for replacement property.
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Depreciation Recapture in a 1031 Exchange: What to Review With Your Tax Advisor
How depreciation recapture interacts with a 1031 exchange, why personal property components complicate it, and what to review before closing.
Partial 1031 Exchanges: What to Review Before You Decide
A look at what changes when you deliberately keep some proceeds out of a 1031 exchange, and the topics worth reviewing with your tax advisor first.
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.
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.