Our Free 1031 Exchange Guides
Our beginner’s guide offers a straightforward explanation of how a 1031 exchange works, breaking down the eligibility requirements, identification process, and key deadlines. Investors will gain a clear understanding of how to defer capital gains taxes and keep more of their profits working for them.
For those seeking more in-depth strategies, our advanced 1031 exchange guide explores more complex transactions, including Reverse 1031 Exchanges, Build-to-Suit Exchanges, and strategies for wealth preservation. This guide is designed for investors looking to expand their portfolios while maintaining full IRS compliance.
A critical component of any successful exchange is meeting IRS deadlines. Our timelines and deadlines cheat sheet simplifies the 45-day and 180-day requirements, providing investors with a structured roadmap to ensure compliance and avoid penalties.
The property identification worksheet is a must-have tool for investors planning their exchange. It provides a structured approach to selecting and documenting potential replacement properties, ensuring they meet IRS guidelines and increasing the likelihood of a smooth transaction.
For those focused on long-term financial growth, the tax savings and wealth-building guide highlights how 1031 exchanges can be leveraged to reinvest in higher-value properties, compound investment returns, and pass on real estate holdings in a tax-efficient manner.
