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.
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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.
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.
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.