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.
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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.
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.