FAQ
Frequently Unasked Questions
Is your tax deferred exchange specialist asking the right questions?
- Have you calculated your total tax liability if you sell and do not exchange?
- Are you interested in getting the highest return on your equity pre-tax or after-tax?
- Are you interested in understanding the effect of various amortization schedules on your pre-tax and after-tax cash flow?
- Are you interested in refinancing post-exchange and pulling out tax-free cash?
- Is your real estate portfolio adequately diversified?
- How can you find the right property based on return, location, risk, financing, and timing of the sale of your relinquished property?
- How can you avoid identifying property that has environmental contamination, is in a challenging neighborhood, has deferred maintenance, is not actually available or cannot be financed to meet your needs?
- What can you do to maximize your choice of replacement property and minimize your risk of not having any property under contract within your 45-day identification period?
- Would you like to convert a partnership to tenants-in-common, dissolve a partnership by distributing assets, split off a partnership, or get out of a C-corporation ownership position?
- Would you like to consult with an attorney, qualified intermediary or accountant who is considered a national expert in Tax Deferred Exchange (1031) or Involuntary Conversion (1033) transactions?