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Service Description
Protect your investment gains and transition seamlessly into your next asset. This specialized 50-minute consultation is designed for NYC investors navigating the strict IRS requirements of a 1031 Exchange. We strip away the complexity to determine if an exchange is truly feasible for your current situation, ensuring you don't fall into common tax traps.
What we cover during our session:
Liability Analysis: A high-level estimate of your potential capital gains tax and depreciation recapture without an exchange.
Timeline Strategy: A clear breakdown of the 45-day identification and 180-day closing windows tailored to your specific deal.
Identification Planning: Strategic guidance on 'Like-Kind' property requirements and debt-replacement rules to ensure full tax deferral.
Qualified Intermediary (QI) Coordination: A roadmap for working with your QI to ensure 1031 compliance from contract to close.
Service Description
Protect your investment gains and transition seamlessly into your next asset. This specialized 50-minute consultation is designed for NYC investors navigating the strict IRS requirements of a 1031 Exchange. We strip away the complexity to determine if an exchange is truly feasible for your current situation, ensuring you don't fall into common tax traps.
What we cover during our session:
Liability Analysis: A high-level estimate of your potential capital gains tax and depreciation recapture without an exchange.
Timeline Strategy: A clear breakdown of the 45-day identification and 180-day closing windows tailored to your specific deal.
Identification Planning: Strategic guidance on 'Like-Kind' property requirements and debt-replacement rules to ensure full tax deferral.
Qualified Intermediary (QI) Coordination: A roadmap for working with your QI to ensure 1031 compliance from contract to close.