The integrity of a 1031 exchange extends far beyond the closing date. EPC specializes in meticulous post-exchange analysis and documentation, ensuring every detail—from complex boot reconciliation to accurate basis calculations—is handled with unparalleled precision. This foundational work safeguards the investor’s tax deferral and provides their CPA with clear, audit-ready reporting, reinforcing the quality of service provided by all professionals involved in the transaction.
Our comprehensive services, including expert Exchange Documentation, Cost Segregation, and 1031 Exchange Reviews, are designed to unlock the full financial potential of an investor’s exchange. We identify opportunities to maximize tax savings, enhance cash flow, and establish a robust financial footing for future performance.
Learn how eminent domain affects investors in a Delaware Statutory Trust (DST), including the tax consequences, why a 1031 exchange usually won’t apply, and how Section 1033 can preserve tax deferral when a DST or rental property is involuntarily converted.
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A clear, plain-English guide to understanding carryover and excess basis in 1031 exchanges—what they mean, how they work, and why accuracy matters.
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Discover how strategic 1031 exchange planning and DST selection turned a projected $100,000 income drop into $640,000 in tax savings. Learn how after-tax income rose 58% in this real client case study.
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