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A properly executed 1031 Exchange allows investors to defer gains and accumulate significant wealth by “trading up” during their lifetime without paying capital gains taxes at the time of the sale of each asset…

How It Works

1031 Exchange Explained

The nine steps of how to implement a 1031 Exchange from Step 1: section 1031 of the internal revenue code to Step 9: the requirements for deferring the entire taxable gain…

Recent News / Stuff From Our Blog

Filing Your Tax Return After Selling Property In A 1031 Like Kind Exchange

Filing Your Tax Return After Selling Property in a 1031 Like Kind Exchange: A Hidden Landmine in a Safe Harbor

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Section 1031 which permits deferral of gains for the sale and…
Paying Capital Gains On The Sale Of Commercial Real Estate? Why?

Paying Capital Gains On The Sale Of Commercial Real Estate? Why?

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The sale of commercial and other real estate held for business,…
Exchange Basics - The Rules For Identifying Replacement Properties

Exchange Basics: The Rules For Identifying Replacement Properties

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A 1031 Exchange is a great way for investor’s to develop significant…
Buying A Short Sale. Some Rules Of The Road

Buying A Short Sale? Some Rules Of The Road

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Sellers who owe more on their home than it is worth often choose…

Testimonials / What Our Clients Say

Wanted to reach out and say ‘thank you’ for all your outstanding work. It means the world to us that you were so comprehensive and also gave Sue and I the clarity necessary to make the right decision. Your attention to detail was very much appreciated and we would highly recommend you and your team to anyone.
Mike Martinovich, Flatiron Borman Management