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.
When co-owners disagree on selling, a 1031 exchange is still possible. Exchange Planning Corporation explains three strategies for jointly owned property.
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Mike wanted to pull cash out before his 1031 exchange. One question changed his mind—and saved him over $100K/year. Here's what happened.
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Carl's tax advisor said he was "too old to exchange." That advice cost him $1.2 million. Learn why age is never a disqualifier for a 1031 exchange—and what options Carl should have considered.
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