1031 Tax Deferred Exchange

Consulting Prior To Sale:

Does the Property qualify?

  • What is Boot?

Basic tax Calculation

  • Is there any taxable amount? What is Boot.
  • If yes, What is the tax due?
  • Does is make sense economically, to continue with the transaction?

Consulting During Exchange

  • Review of the original escrow Instructions.
  • Amendments.

Consulting After Sale

  • Analyzing escrow closing statements.
  • Analyzing cash transfer statements.
  • Review new escrow instructions.
  • Analyze New Property acquisition.
  • Type of property.
  • Percentage of ownership.
  • Identification Period.