Helpful Steps for a Successful 1031 Exchange
A successful exchange doesn’t have to be confusing or stressful. Here are ten basic steps to complete a 1031 Exchange.
5 Rules to Know If You’re In or Considering a 1031 Exchange
The strict requirements of a 1031 Exchange only add to the complexity of the process. Here are the five critical rules for a successful 1031 Exchange.
The 10 Biggest Mistakes 1031 Exchange Investors Make
Many investors forgo the successful completion of their 1031 Exchange by making these avoidable mistakes.
Case Study: Maximizing Benefits from Rental Property Sales
Mr. and Mrs. Walters have just retired at age 67 and 68. During the real estate downturn, they acquired three rental homes in the Central Valley for $200,000 each. They borrowed $140,000 on each. They did a refinance with cash out on two properties.
Case Study: Deferring Tax Liability and Diversifying Proceeds in Ranch Sale
The Smiths sell a ranch in Central California and exchange into a new ranch in Arizona, but have a $350,000 tax liability.
Case Study: Deferring Tax Liability and Diversifying Proceeds in Farm Sale
The Johnsons deferred a $725,000 tax liability and strategically diversified their proceeds to help manage risk and provide management-free income potential for their retirement.