Can You Change Title After a 1031 Exchange?

The 1031 exchange involves the exchange of relinquished real estate into replacement real estate, with the goal of potentially deferring taxes on capital gains. But rules need to be followed when completing a like-kind exchange to ensure that it’s valid to the IRS. One of these rules involves ownership of both the relinquished and replacement properties. 

Jun 2, 2023

What Are Financial Planning Tools for Real Estate?

Technology has completely changed the way financial advisors and wealth managers help their clients reach short- and long-term financial goals.

Jun 1, 2023

How to Identify a Replacement Property for a 1031 Exchange

The idea behind 26 U.S. Code § 1031 – “Exchange of Real Property held for Productive Use or Investment” – is that the investor can trade relinquished real estate for properly identified as replacement real estate to benefit from a capital gains tax deferral. 

May 31, 2023

What is Cap Rate Compression?

Real estate investors seeking potential places to park their investment capital often examine cap rates to determine the viability of investment opportunities. 

May 31, 2023

Can You Combine a Reverse and Forward 1031 Exchange?

For many real estate investors, the primary objective of completing a 1031 exchange is to defer capital gains taxes generated from the sale of their investment properties. 

May 30, 2023

5 Benefits of Including Real Estate in Client Investment Portfolios

Although the pandemic that shut down America back in 2020 is more or less in the rearview, its lingering effects continue to cast a long shadow across the national economy. 

May 30, 2023

Can You Exchange One 1031 Property for Two?

Selling an investment property can bring about many difficult decisions. 

May 29, 2023

What is Constructive Receipt?

Constructive Receipts are cash transactions and can have negative IRS consequences if not processed correctly. By cash transactions, we mainly mean physical checks. When a company receives a check, there is a delay until the money appears in the company’s bank account. This process is where constructive receipts come in.

May 28, 2023

What is the Napkin Test?

Legendary California real estate attorney Marvin Starr likely had no idea when he snatched up a paper table napkin during a real estate seminar to jot down some quick 1031 exchange math that he was pioneering the most simple method of determining an exchangor’s financial position in a potential exchange. 

May 27, 2023

What Are Income Replacement Strategies To Use When Your Clients Are Exit Planning?

Business owners ready to sell their business can often see a windfall of money. For some, this windfall might be plenty to live on during retirement. But others may want or need to find other income-generating strategies to replace their business income. In this article, we’ll review a few income replacement strategies for exit planning.

May 26, 2023

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