1031 Exchanges

Maximize Your Capital with a 1031 Exchange


1031 Exchange

The 1031 exchange treatment can be applied only to transactions involving real property that is used for business. So, you won’t be able to use it to defer taxes on the sale of your primary residence. However, a second residence that you use as a vacation rental may qualify.

1031 Exchange

You may not carry out a 1031 exchange on your own. So, don’t trade your small office building for a plot of commercially zoned land that your mother-in-law owns and then inform the IRS. To qualify for 1031 treatment, an exchange must be made through an unrelated intermediary party.

1031 Exchange

A lot of people think you don’t actually have to make the exchange. They think if you just reinvest the proceeds of the sale you can defer taxes under a 1031. But it’s critical to go through the proper process and work with an intermediary. Some people go into it not realizing they can’t touch the money that changes hands during a 1031.

Download this whitepaper to find out:

  • What is a 1031 exchange?
  • History of the 1031 exchange
  • Misconceptions about 1031 exchanges
  • Common questions about 1031 exchanges
  • Example 1031 exchange

1031 exchanges help many sellers achieve their goals, but they’re not right for everyone. The 1031 exchange process is complicated and requires consultation with the right professionals along the way. Is there a 1031 exchange in your future?



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