Helping real estate investors realize dreams & tax savings

1031 Exchange Planning Services

Selling an investment property and seeking to maximize value? We plan real estate exchanges and create tax savings solutions.

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Why Exchange Planning Corporation?

Enhanced Liquidity, Cash Flow & Tax Savings

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.

Expert Guidance & Reporting

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.

Satisfaction Guarantee

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.

Case Studies & Knowledge Base

Guide for DST Investors: Navigating Multi-State Filing Obligations and Wildfire Tax Extensions

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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Why Filing in Non-Resident States Is Essential for DST Investors

Navigating the complex landscape of state tax filing can be daunting for DST investors. However, understanding why you should file in every state where your tangible property is located is critical—not just for compliance, but to protect your deferred tax benefits. Understanding the Filing Requirement  In most states with income tax, non-residents are not obligated to…

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