Exchange Planning is a critical process focused on investor goals and three key elements in a 1031 exchange: liquidity needs, cash flow, and tax savings. Our analysis helps to “align” these elements, providing investors with enhanced exchange results to meet their goals.
Exchange Planning provides expert guidance and comprehensive reporting for investors to select their best options, and it provides tax pros with the tools needed for accurate tax reporting. Through this process a more capable, cohesive, and loyal team emerges for the benefit of the investor.
100% satisfaction guarantee and no payment is made until our work is done. We stand behind our work with a $2,000,000 E & O insurance policy. We also have a fully funded Audit Assurance Warranty that will pay for audit representation, if an exchange is challenged. We will work at no cost to defend our work product.
Many investors think their 1031 exchange is complete once the property closes—but skipping exchange documentation can cost thousands in surprise taxes. This first article in our 3-part series explains what 1031 exchange documentation is, why it matters, and how EPC helps protect your tax savings with a detailed post-closing analysis.
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Heirs inheriting an S Corp with real estate face unique tax challenges. Learn how step-up basis applies to stock, not assets, and the potential tax consequences.
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Investors involved in Delaware Statutory Trusts (DSTs) and 1031 Exchanges face unique tax responsibilities, particularly when investments span multiple states. Ensuring compliance across jurisdictions can be challenging, especially when federal and state tax filing deadlines differ. Multi-State DST Tax Filing Challenges DST investments often span multiple states, resulting in non-resident tax filing obligations in each of…
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