Replacing Debt in a 1031 Exchange

Replacing VALUE of Debt to Fully Defer Taxes Many taxpayers (and tax advisors) are under the misconception that the IRS mandates that they must have equal or greater debt on their 1031 Exchange Replacement Property (property taxpayer is purchasing). This is not the...

Ashleigh Price Joins IPX1031 Utah

IPX1031 Expands Mountain Region with Ashleigh Price as VP, National Accounts in Utah SALT LAKE CITY, Utah, April 13, 2022 - Investment Property Exchange Services, Inc. (IPX1031) is pleased to announce the addition of Ashleigh Price as Vice President, National Accounts...

1031 Update on Capitol Hill – March 2022

President Biden released his FY2023 budget this week, and it again proposes a cap on deferred gain from like-kind exchanges. This doesn’t represent a new threat to Section 1031. It is just a repeat of what was in the 2022 budget. The FY2023 proposal would allow the...

The Five Professionals to Have on Your 1031 Dream Team

We are in the height of March Madness.  And the adrenaline pumped ride from Sunday Selection all the way to the championships takes hours and hours of training, strategic finesse and flawless teamwork and execution.In the 1031 game, if you or your clients are...

Identity Theft Reports by State: 2022

As Americans prepare their tax returns this year, it’s important to be on the lookout for any signs of suspicious activity in order to avoid becoming a victim of identity theft. In 2021, there were more than 1.4 million reports of identity theft across the country and...

IPX1031 Nevada Expansion Scores with Sara Remley

IPX1031 expands Nevada with new local presence in Las Vegas LAS VEGAS, Feb. 17, 2022 / IPX1031 (www.ipx1031.com), the national leader in 1031 Exchange services, announced today the addition of Sara Remley in the position of Regional Sales Executive in Las Vegas,...

How to Identify 1031 Exchange Property

Identification of 1031 Exchange Property Simplified One of the critical parts of a 1031 Exchange is how the new Replacement Property is “identified”. Why? There are strict timelines and rules that if not properly followed will disqualify your exchange for tax...

1031 Update on Capitol Hill – January 2022

January 26, 2022 Limitations to IRC Section 1031 were not included in the 2021 House-passed version of the Build Back Better bill (BBB). As we roll into Q1-2022, we continue to watch BBB progression, in whatever form that may take, monitoring any changes to provisions...

1031 Exchange Trends and Info for 2022

As we start this New Year, below are key trends, issues and points to remember regarding 1031 Exchanges. 1031 Exchange Trends and Market Update 2022 1031 Exchange transaction record setting continued in 2021. What’s in store for 2022? Despite suffering setbacks during...

Ross Fong Rejoins IPX1031 Northern California in Dual Role

IPX1031 Enhances San Francisco Region with Ross Fong as Senior Exchange Officer and Account Executive SAN FRANCISCO, January 19, 2022 /  IPX1031, the national leader in 1031 Exchange services, announces that Certified Exchange Specialist (CES®) Ross Fong has rejoined...

SIOR: Preserving The 1031 Now And For The Future

Winter 2021 The 1031 Exchange is a vital investment tool for the CRE industry and is an economic driver for the US economy. IPX1031's own Suzanne Goldstein Baker shares why in this latest piece just published in SIOR  (PDF version here):SIOR: Preserving the 1031 Now...

End of Year Reminders 2021

End of Year Reminders for a 1031 Happy Holidays Tax Straddling When a 1031 Exchange is opened in the latter part of the year, a seasonal treat worth mentioning is “tax-straddling”. If that exchange is successfully completed, those taxpayers defer taxes to receive the...

1031 Update on Capitol Hill – December 2021

December 14, 2021 Santa’s sack is chock full of important legislation to be delivered before the holiday season concludes.  The debt limit must be raised and the National Defense Authorization Act must be passed.  And while the ETA for Santa’s sleigh is projecting...

Avoid These 5 Common 1031 Pitfalls

Common 1031 Pitfalls It’s almost turkey time. And as we gear up for a deluge of comfort food, family and friend reunions and 5K turkey trots, don’t feign food coma if you get caught in these 1031 pitfalls. Count your blessings and avoid these 5 common 1031 Exchange...

Best States for Tiny Homes

Throughout the last several years, the market for tiny homes has seen big growth. The pandemic accelerated the demand for this unique way of living as both first-time homebuyers and property investors have been attracted to the affordability and flexibility that tiny...

1031 Tricks & Treats for 10/31

1031 Tricks and Treats for 4th Quarter Transactions As we head towards year’s end, real estate transactions structured as tax deferred 1031 Exchanges continue at a record pace. Here are some tricks and treats for fourth quarter transactions that may help your real...

Tax Straddling – 1031 Exchanges at the End of the Year

updated October 2021 Tax Straddling - Pay Taxes in 2022 or 2023? When a 1031 Exchange is opened in the latter part of the year, a seasonal treat worth mentioning is “tax-straddling”. If that exchange is successfully completed, those taxpayers defer taxes to receive...

Suzanne Goldstein Baker Recipient of Inaugural FEA Life Member Award

Congratulations to IPX1031's Suzanne Goldstein Baker. This year beginning in 2021, Federation of Exchange Accommodators (FEA) has added a fourth class of members known as Life Members.  A Life Member shall be a former member retired from the profession and recognized...

Top 1031 Exchange Reminders You Need to Know

NEW for 2021 - Back to 1031 Basics   Fall has officially begun. School is back in session. And Congress is mulling over the direction of 1031. It’s a perfect time to review some key 1031 refreshers: 1031 Exchanges are under threat of elimination or heavy restriction...

Tax Notes: The 1921 Like-Kind Exchange Policy Still Makes Sense

September 2021 1031 tax policy is justified. It’s proven and sound. Limiting or eliminating Section 1031 is a truly ineffective pay-for. Our own IPX1031 Suzanne Goldstein Baker’s latest piece just published in Tax News Federal  (PDF version here) explains why:Tax...

QI Importance to 1031 Exchange Success

The demand for tax deferred 1031 Exchanges continues its record pace. If you are planning to sell your investment property with the goal of maximum 1031 tax deferral, the most important party to be concerned about is your Qualified Intermediary (QI). Why?  Your QI is...

IPX1031® Parent FNF Named Again to Fortune 500 List

updated for 2021 FNF #288 in Fortune 500 Rankings - 2021 IPX1031’s parent company, Fidelity National Financial (NYSE: FNF), again has been named to the Fortune 500 list. For 2021, FNF ranks 288. According to Fortune, Fortune 500 companies on 2021's list generated...

Top Misconceptions About 1031 Exchanges for 2021

For 2021, here are our latest top misconceptions we've found that the public has about 1031 Exchanges. 1031 Safety in Tax Reform Like-Kind Property Vacation Home Usage Reverse Exchange Reinvesting Proceeds and Replacing Debt Partially Tax Deferred Exchanges...

How Will Americans Travel in Summer 2021?

For many Americans, the plane tickets have been booked and the bags have been packed as travelers are eager to take much-needed vacations, but what will vacations look like this summer? After conducting a survey on travel sentiment earlier this year, we re-visited the...

Top Reasons to 1031 Exchange

The Power of the 1031 Exchange Commercial and Investment real estate transactions have been moving at a brisk pace and a considerable percentage of those sales have been structured as 1031 Exchanges, allowing sellers to defer taxes otherwise due in the year of sale....

Oppose Proposals to Eliminate or Limit 1031 Exchanges

We need YOUR help! The President has proposed limiting 1031 Exchange tax deferral to a maximum of $500K. The administration says the drastic change is part of the plan to “pay for” the cost of the $1.8 trillion American Families Plan. This is a direct threat to...

CRE Playing Defense to Preserve 1031

WealthManagement.com recently published The CRE Industry is Playing Defense to Preserve 1031 Exchange Tax Benefits and our IPX1031 General Counsel, Suzanne Goldstein Baker was quoted. Read Suzanne's quotes about the ongoing efforts to educate members of Congress about...

Tax Day 2021: America’s Biggest Procrastinators

We’re all guilty of a little procrastination every now and then, but who procrastinates the longest when it comes to filing taxes? Tax Day is right around the corner and the window for procrastinating on filing your taxes is getting smaller. In order to find out where...

Vacations Spurring Investment 1031 Exchanges

The rollout of vaccines is exciting but slower than many desired and most people are grappling with 2021 vacation plans. This has resulted in some investors contemplating if now is a good time to purchase a vacation, weekend or second home to meet their vacation or...

How Will Americans Travel in 2021?

With 2020 in the rearview mirror, Americans are feeling hopeful about travel and taking much-needed vacations in 2021, but will vacations bounce back this year? We surveyed Americans to find out if they plan to travel this year and, if so, what their travel...

1031 Exchange Trends and Info for 2021

As we start this New Year, below are key trends, issues and points to remember regarding 1031 Exchanges. be sure to read our newest 2022 trends - click here 1031 Exchange Trends and Market Update 2021 2020 was yet again another record year for 1031 Exchanges. What’s...

1031 Exchange for Tiny Homes & Tiny Offices

The allure of a tiny home or tiny office appeals to a growing number of people and we are seeing many creative uses. Besides being used as a primary residence, tiny homes are now being utilized as a backyard sanctuary, office or school workspace ‘in a box’, business...

Real Property Defined for Section 1031 Like-Kind Exchanges

The IRS issued Final Regulations, TD 9935, effective Dec 2, 2020, that provide guidance regarding the definition of real property for Section 1031 like-kind exchange purposes.  The 2017 Tax Cuts & Jobs Act (TCJA) amended §1031 by limiting its application to real...

Top 10 Misconceptions About 1031 Exchanges for 2020

For 2020, here are our latest top 10 misconceptions we've found that the public has about 1031 Exchanges. COVID-19 pandemic 1031 Extensions  Replacing Debt The Term Like-Kind Vacation and Second Homes Qualify Reverse Exchange Partial Exchange Qualified Intermediary...

Survey Reveals America’s Ideal Tiny Home and Tiny Office

They might be small, but tiny homes have a lot to offer to the right person with an open mind. Tiny homes have appealed to adventurous homeowners, investment property owners and travelers who are looking for a cozier and simpler lifestyle or vacation. And even though...

2020 Summary: 1031 Exchange Disaster Relief & Rev. Proc. 2018-58

Many disaster extensions have been granted by the IRS in 2020.  Accordingly, we thought it would be helpful to provide a summary of the relevant portions of Revenue Procedure 2018-58 that relate to 1031 Exchanges as well as how those provisions relate to disaster...

1031 in Estate Planning

The Brilliance of 1031 in Estate Planning We often talk about the immediate benefits of a 1031 Tax Deferred Exchange. 1031 is a great way to preserve equity, reposition assets and defer substantial amounts in taxes.  What many do not realize is that 1031 Exchanges are...

Reverse 1031 Solutions in a Challenging Market

Reverse 1031 Solutions The current pandemic has had great impact on how real estate transactions are financed and closed. Especially in this challenging environment, investors are actively utilizing 1031 Exchanges to strategically structure their transactions to...

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IPX1031 is a full service Qualified Intermediary with highly specialized exchange divisions to handle any type of exchange transaction nationwide.

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