State Advisories

• Washington State Advisory
• Pennsylvania State Advisory

1031 Exchanges Made Easy

Our one-stop, 20-page guide is packed with all the information you or your clients need to embark on a 1031 exchange yourself!

Exchange Reporting Guide

This guide will assist you with the reporting requirements of your 1031 tax-deferred exchange.

Wealth Building Strategies

• Section 1033: Condemnation and Involuntary Conversions
• Cost Segregation Study Overview
• Section 121: Primary Residence Exclusion 

Federally Declared Disaster Extensions

• Federally Declared Disaster Extensions for 1031 Exchanges 
• Tax Relief in Disaster Situations | Internal Revenue Service 
• Revenue Procedure 18-58
• Federally Declared Disaster Extensions for Victims of Wildfires or Natural Disasters

Tax Updates & Cases

• Tax Changes and their Impact on Real Estate
• 2020 IRS Form 8824
• Information about Revenue Procedure 2014-3
• Pennsylvania Version of a 1031 Exchange May Be Coming Soon
• Recent Taxpayer Victory in Pennsylvania 1031 Case
• New Tax Law Affecting Cost Recovery Deductions and the Estate Tax - PDF 
• Goolsby v. Commission, TC Memo. 2010-64 (Intent of Taxpayer to Hold as Investment)
• Virginia Exchange Facilitator Act
• Potential Legislative Threat to IRC Section 1031