Investing in stocks and real estate can present unique challenges. For Lynn, we balanced her desire for liquidity and for other investments against the tax consequences to come up with a solution that matched her needs.
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Geoff had a complicated divorce and wanted to sell his DSTs to pay off his debts - but that would create a large tax bill.
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Deb had a complicated situation with high debt. We helped her plan her exchange so she came out with extra income every year.
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Taxes are often one of the biggest threats to accumulating wealth. Nathan was selling a multi million dollar, multi-family property. When a client is considering selling and the sale price has 8 digits, taxes are a big consideration.
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Most preparers don’t have many clients who do exchanges. As a result, most preparers don’t have a lot of practical experience computing 1031 exchanges. Here's a story of two exchanges that could have taken a wrong turn if they didn't have help planning their exchange.
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