Georgia, North Carolina & South Carolina
Start an Exchange with Whitney Brennan
What My 1031 Customers Are Saying
Whitney is the consummate professional and a pleasure work with. She is the kind of person you’d want as a friend if you didn’t already know her as a business acquaintance. Whitney has been a most valued business partner to myself and the rest of my team and we appreciate her hard work and attention to detail. We trust her with our most valued customers and know that she’ll give them the attention and care that we do. We highly recommend Whitney and IPX!
Whitney’s knowledge of 1031s – and her ability to immediately put clients at ease – makes her an invaluable resource to our customers. I recommend her frequently because of her ability to make a complex topic understandable. She is responsive and caring. Our customers are in good hands with Whitney.
1031 Resources & Information
What is Like-Kind Property in a 1031 Exchange?
Exchange pitfalls. What should I be aware of?
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.
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Whitney Brennan & IPX1031 are a winning combination.
See how we’re different and why.
With an office near Atlanta, Marietta and Alpharetta, 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.
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Attorneys & Certified Exchange Specialists (CES®)
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Customized solutions for your investment and business goals.