Whitney Brennan
Georgia, North Carolina & South Carolina
Vice President / Account Executive
Cell Phone: (916) 806-1468
Toll-Free: (877) 310-1031
Toll-Free Fax: (877) 913-1915
Work Email: whitney.brennan@ipx1031.com
Whitney’s Bio
Whitney’s vCard
Whitney’s Bio
IPX1031 Vice President, Whitney Brennan, is located in the Atlanta, Georgia office. Prior to joining Investment Property Exchange Services, Inc., Whitney held key management and business development positions at other national 1031 Exchange companies. With over 20 years of real estate industry experience, much of it focused on 1031 Exchanges, Whitney is an invaluable asset to investors, real estate, legal and tax advisors with her vast 1031 Exchange knowledge and experience. As a 1031 Exchange rules and 1031 regulations expert,
Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors. Over the years, Whitney has been a member of various industry and trade associations: CREW, CCIM, ICSC, and FEA. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley. Whitney covers the states of Georgia, North Carolina and South Carolina for IPX1031.
Whitney frequently lecturers on 1031 Exchanges and provides continuing education seminars for attorneys, accountants, financial planners, real estate professionals and investors. She received her Bachelor’s Degree in Political Science from the University of California, Berkeley.
Additional Contact Information
Office
4170 Ashford Dunwoody Rd NE, Suite 460, Atlanta, GA 30319
700 Huger St, Columbia, SC 29201
200 S Tryon St, Suite 800, Charlotte, NC 28202
421 Fayetteville St., Ste 1304, Raleigh, NC 27511
Regional Office
3505 US Highway 1 S., Suite 2, St. Augustine, FL 32086
Phone: (904) 461-9977
Toll-Free: (877) 494-1031
Fax: (904) 461-0311
Toll Free Fax: (888) 434-7919
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1031 Exchange FAQs
Are there special 1031 Exchange rules for Georgia?
Applies to non-resident sellers in GA:
- Withholding Amount – 3% of sales price (if over $20K)
- Buyer is responsible to withhold
- 1031 exemption – Yes. There is no filing requirement but the Seller can complete Form
IT-AFF3 Seller’s Certificate of Exemption - Information Form
Are there special 1031 Exchange rules for North Carolina?
No, there are no special 1031 Exchange rules or regulations in NC.
Are there special 1031 Exchange rules for South Carolina?
“South Carolina Nonresident Withholding” (“SC Withholding Requirements”)
• Applies to nonresident sellers
• Withholding Amount – 7% of gain reported on Form I-295 (Seller’s Affidavit Nonresident)
What are the benefits of doing a 1031 Tax Deferred Exchange?
• You can diversity your real estate portfolio by asset class
• You can diversity your real estate holdings by geography
• You can 1031 Exchange into passive ownership of real estate such as a Delaware Statutory Trust (DSTs)
• A 1031 Exchange allows you to spread out the basis by selling one property and by purchasing multiple Replacement Properties.
How do I know if a 1031 is right for me?
To find out if a 1031 Exchange is right for you, start with having a conversation with a seasoned 1031 Exchange professional and your own CPA or legal advisor.
How do I start my 1031 Exchange?
To get started, give me a call at (916) 806-1468 or click here for my online Start an Exchange form.
Whitney’s Key 1031 Resources
1031 Brochure
1031 Reference Book
Your IPX1031 Resource
IPX1031 Exchange Industry Partners
IPX1031, the nation’s largest exchange facilitator and accommodator, provides industry leading exchange services including guidance, expertise, security and key information on 1031 Exchange rules, regulations and strategy.
1031 Exchange expert, Whitney Brennan offers you customized solutions to defer capital gains tax and maximize equity in your 1031 like kind investment property.
Schedule Seminar with Whitney Brennan
IPX1031 provides seminars for continuing education credits as well as custom and personalized seminars on tax deferred exchange topics for attorneys, CPAs, advisors, brokers, REALTORS®, agents, escrow, investors and taxpayers.
To find out about a seminar nearest you, or to schedule a seminar for your office, please contact us.
Industry Partner Resources
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Is There an IPX1031 Office in Georgia, North Carolina and South Carolina, Near Me?
IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all areas throughout Georgia, North Carolina and South Carolina, including:
Atlanta, GA
Augusta, GA
Columbus, GA
Macon, GA
Savannah, GA
Athens, GA
Roswell, GA
Johns Creek, GA
Albany, GA
Warner Robins, GA
Alpharetta, GA
Marietta, GA
Valdosta, GA
Sandy Springs, GA
Gainesville, GA
Peachtree City, GA
Charlotte, NC
Raleigh, NC
Greensboro, NC
Durham, NC
Winston-Salem, NC
Fayetteville, NC
Cary, NC
Wilmington, NC
Columbia, SC
Charleston, SC
North Charleston, SC
Mount Pleasant, SC
Rock Hill, SC
Greenville, SC
Summerville, SC
Spartanburg, SC
Is there an IPX1031 office near me? IPX1031, the national leader in 1031 Exchange QI services, is pleased to offer service in all US states including Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, Washington DC, West Virginia, Wisconsin, Wyoming Search for your closest 1031 agent and 1031 office location here.
