1031 Exchange Trends and Info for 2020

As we start this New Year, below are key trends, issues and points to remember regarding 1031 Exchanges. 1031 Exchange Trends and Market Update 2020 2019 was another record year for 1031 Like Kind Exchanges. What’s in store for 2020? Commercial real estate is...

1031 Exchange Checklist

A 1031 Like Kind Exchange transaction requires planning, expertise and support. Here’s a checklist outlining key steps in your exchange. How to do a 1031 Exchange Choose your 1031 Qualified Intermediary (QI) Consult with your tax professionals Include Cooperation...

1031 Strategy for Partnership Scenarios

To keep your holiday season merry and bright, here are a few key 1031 updates and reminders to wrap up the year: 1031 Strategy for Partnership Scenarios As the year winds down, we are encountering more and more partnership questions on the sale of investment real...

Opportunity Zones & 1031 Exchange Tax Deferral Strategies

Ever since the Opportunity Zone (OZ) program was introduced in 2017, investors have asked many questions about the benefits of the program. With another key deadline quickly approaching – December 31, 2019 being the last day Opportunity Zone investors can invest...

Comparing Opportunity Zones and 1031 Exchanges

The Opportunity Zones incentive is a new community investment tool established by Congress in the Tax Cuts and Jobs Act of 2017 to encourage long-term investments in low-income urban and rural areas nationwide. Opportunity Zones provide a tax incentive for investors...

Tax Straddling – Pay Taxes in 2020 or 2021?

When a 1031 Exchange is opened in the fourth quarter of the year, a seasonal treat worth mentioning is “tax-straddling”. If that exchange is successfully completed, those taxpayers defer taxes to receive the benefits of the 1031 Exchange. However, if that exchange...

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