1031 TAX DEFERRED EXCHANGES

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  • It is not necessary to pay capital gains tax, which is currently 15%, but may be as high as 20% in the future.  Additionally, you will save on federal and state taxes.  We offer the expertise needed
    to help you smoothly execute your 1031 exchange.  With stringent timelines and strict rules to follow,
    you need an advisor who can provide you with the most investment property options and
    who can assure you with flawless execution.

  • Our clients seek our assistance with the sale of the property but look to defer or manage the tax consequence as effectively as possible.  A 1031 exchange represents a simple, strategic opportunity for an investor or client looking to sell one qualifying property and then identifying the acquisition of another qualifying property within a 45-day period.  Because the entire 1031 exchange transaction is treated as an exchange and not a sale, the tax-payer is able to qualify for a deferred gain treatment.