1031 Tax Deferred Exchange
Consulting Prior To Sale:
Does the Property qualify?
- What is Boot?
Basic tax Calculation
- Is there any taxable amount? What is Boot.
- If yes, What is the tax due?
- Does is make sense economically, to continue with the transaction?
Consulting During Exchange
- Review of the original escrow Instructions.
- Amendments.
Consulting After Sale
- Analyzing escrow closing statements.
- Analyzing cash transfer statements.
- Review new escrow instructions.
- Analyze New Property acquisition.
- Type of property.
- Percentage of ownership.
- Identification Period.