Your 1031 Exchange Isn't Complete at Closing
Your QI's job ends when the property closes. Your CPA files the return. But who's checking the 1031 exchange documentation in between?
Nearly half the 1031 exchanges we review contain errors—costing investors thousands every year in missed depreciation and overpaid taxes.
Real Clients, Real Savings
Every situation is different. Here's how we've helped investors just like you.
Small 1031 Exchange Into DSTs: Why $1,000 in Tax Savings Still Matters
A $255,000 1031 exchange in a no-tax state still produced $1,000/year in tax savings with the right DST leverage mix. Here's how the property-choice math works — and why size shouldn't decide whether you run it.
Read the full story$650,000 in Taxes or $2,000 a Year? What 30 Minutes With a 1031 Exchange Calculator Showed One Investor
An investor facing $650,000 in taxes on a $4.5M home sale sat down with Exchange Planning Corporation's calculators. In 30 minutes, he saw how a 1031 exchange could generate $152,000/year in income paying roughly $2,000/year in taxes.
Read the full storyDST Calculator Case Study: How Lili's Replacement Property Choice Could Cost Her $1,000,000
In Part 2 of our calculator case study series, Exchange Planning Corporation shows how replacement property leverage saves one investor over $1,000,000 in taxes — and why future savings matter more than the exchange itself.
Read the full storyIs Your Exchange Actually Optimized?
Pull last year's tax return and run through these five checks. Most investors find at least one red flag.
Five things you can check on your tax return right now to see if money is being left on the table — no tax expertise required.
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Add value for clients selling investment properties
See How Much You Could Save
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Run My NumbersLatest from the Blog
Insights on 1031 exchanges, DST investments, and tax strategies
Small 1031 Exchange Into DSTs: Why $1,000 in Tax Savings Still Matters
A $255,000 1031 exchange in a no-tax state still produced $1,000/year in tax savings with the right DST leverage mix. Here's how the property-choice math works — and why size shouldn't decide whether you run it.
$650,000 in Taxes or $2,000 a Year? What 30 Minutes With a 1031 Exchange Calculator Showed One Investor
An investor facing $650,000 in taxes on a $4.5M home sale sat down with Exchange Planning Corporation's calculators. In 30 minutes, he saw how a 1031 exchange could generate $152,000/year in income paying roughly $2,000/year in taxes.
DST Calculator Case Study: How Lili's Replacement Property Choice Could Cost Her $1,000,000
In Part 2 of our calculator case study series, Exchange Planning Corporation shows how replacement property leverage saves one investor over $1,000,000 in taxes — and why future savings matter more than the exchange itself.
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