Partner Resources
Free guides and tools to help you better serve your clients navigating 1031 exchanges.
30 minutes. See how to show clients the after-tax case for a 1031 exchange.
Five Checks for Your Client's 1031 Exchange
Use these five checks to verify your client's exchange was reported correctly. Most exchanges we review have at least one item worth a closer look.
Download the Five Checks PDF (opens in new tab)Have a client who needs help? Refer them to EPC — we handle the documentation and keep you in the loop.
1031 Tax Hub — Free Calculators
Show clients the tax impact of selling versus exchanging, compare replacement property scenarios, and deliver five-year projections — in under 25 minutes.
Attend one of our monthly webinars to receive free access to the calculators.
Sample Reports We Provide Your Clients
Here's what your clients receive — detailed, audit-ready documentation that protects their exchange.
Sample 1099-EXCH Report
The exchange-specific tax document covering relinquished and replacement property details, boot calculations, and realized/recognized gain.
View sample PDF (opens in new tab)Sample Tax Savings Report
A clear summary of the tax savings achieved through proper exchange documentation and optimized depreciation.
View sample PDF (opens in new tab)Sample Basis Report
A full depreciation and basis schedule showing allocated basis, land vs. improvements, and optimized depreciation.
View sample PDF (opens in new tab)Ready to Partner?
Let's discuss how EPC can help your clients — and strengthen your practice.