Thanks to IRC §1031, a properly structured exchange allows an investor to sell a property, to reinvest the proceeds in a new property and to defer all capital gain taxes. A 1031 exchange is simply a method by which a real property owner disposes of one property and acquires another without having to pay any capital gains tax on the transaction. In an ordinary sale transaction, the property owner is taxed on any gain realized by the sale. Exchanges protect investors from capital gain taxes as well as facilitating significant portfolio growth and increased return on investment. In order to access the full potential of these benefits, it is crucial to have a comprehensive knowledge of the exchange process and the IRC. For instance, an accurate understanding of the key term "like-kind" - often mistakenly thought to mean the same exact types of property - can reveal possibilities that might have been dismissed or overlooked. I am pleased to provide my clients and customers with educational reports on IRC Section 1031 Tax Deferred Real and Personal Property Exchanges. 1031 exchanges are authorized by Section 1031 of the Internal Revenue Code. Careful adherence to the requirements of Section 1031 is important in maintaining the tax-free status of the transaction. Please fill out the form below and you will be e-mailed the reports that have been checked . The information contained in these report will give you basic understanding of the 1031 exchange, before starting an exchange you should seek a qualified tax or legal adviser. To help you make informed choices before you decide to Exchange property. Order these reports NOW and find out what you need to know to make your Exchange worry-free and without complications. Contact Information Name Email Address Phone Number In order to comply with state and/or federal "No Call" rules, please provide your phone number only if you are granting me permission to call. I will never share your phone number or email address with others. Check Reports you are Requesting The Basics      An overview of several requirements for Tax Deferral Exchange Intro Part 1      An introduction to the benefits of 1031 tax deferred exchanges. Exchange Intro Part 2      An introduction to the benefits of 1031 tax deferred exchanges. What Costs are Deductible?      What costs can be considered acceptable exchange expenses? Like-Kind Property      How long must an investment property be held for the IRS to consider it a like-kind property? Closing 1031 Exchanges      It's painless with Asset Preservation, Inc. Easements for Real Estate?      Can an easement be exchanged for real property? Tax Relief Act of 2001      Provides investors with both income tax savings and estate planning changes that will be phased in over the next 10 years. Evolving Rules 2001      Overview briefly addresses some of the opportunities investors are utilizing Capital Gains Tax Changes      Most current rate information Exchange Entities      Consider these vesting issues prior to a 1031 exchange. Dealer Property Issues      Factors the IRS may examine. Exchange Language for Contracts      What language should be added to the contract in an exchange? The Exchange Equation      Balancing the exchange. Sales Vs. Exchange      Analyze the benefits before selling. Understanding Common Exchange Vacation Homes      Do they qualify for tax deferral? Terminology      Brief descriptions of commonly used exchange terminology. Stages of a 1031 Tax Deferred Exchange Restrictions on Exchange Funds      Why exchangers can't have access to exchange funds. What Not to Do      Lessons to be learned from these failed exchanges! Calculating Your Capital Gain     Analyze the benefits of an exchange before you sell. Identification Rules      It's essential to adhere to these requirements. Five Reasons for Exchange     Investors can meet many objectives. Hotel Owners      Use 1031 exchanges to increase investment returns. Structuring Improvement and Reverse Exchanges      What differentiates asset preservation's format? Improvement Exchanges      Build new or improve existing property. Exchange Multiple Properties      Understanding the requirements is critical.   Alice Held provides these reports as a courtesy to her clients. While every effort has been made to provide correct, accurate and useful information, Alice Held does not warrant or guarantee the information and/or opinions in any way, nor provide endorsements for any of the authors contained herein. Please consult your accountant or legal advisor before starting an exchange.

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