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.
Leo Discovers What Boot Actually Costs on His $7M Sale
A Washington state investor sells for $7M and debates a partial 1031 exchange. Exchange Planning Corporation's calculators reveal what boot really costs—and it's more than most investors expect.
Read the full storyThe "Good Idea" That Almost Cost Mike Over $500,000
Mike wanted to pull cash out before his 1031 exchange. One question changed his mind—and saved him over $100K/year. Here's what happened.
Read the full storyThe $1.2 Million Mistake: When "You're Too Old to Exchange" Is Dead Wrong
Carl's tax advisor said he was "too old to exchange." That advice cost him $1.2 million. Learn why age is never a disqualifier for a 1031 exchange—and what options Carl should have considered.
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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Insights on 1031 exchanges, DST investments, and tax strategies
Leo Discovers What Boot Actually Costs on His $7M Sale
A Washington state investor sells for $7M and debates a partial 1031 exchange. Exchange Planning Corporation's calculators reveal what boot really costs—and it's more than most investors expect.
Why DST Investors Think They're Overpaying Taxes
DST investors ask the same three tax questions about rental income, expenses, and why they're paying so much. Here's what's behind each one—and when to bring in a specialist.
Your Client Lost Money on a DST — So Why Do They Owe Taxes?
A DST can sell at a loss and still trigger a taxable gain. Exchange Planning Corporation explains why — and three ways to handle it in your next 1031 exchange.
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