Exchanging Thoughts

Maximize Your Tax-Deferral by Minimizing Boot

Posted by Ellie Trovato on Fri, Jun 22, 2018

One of the many benefits of a tax-deferred exchange is the ability to defer capital gains taxes when selling and acquiring like-kind real property. This Friday Free for All discusses ways to maximize your tax deferral by minimizing taxable “boot.”

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Topics: section 1031, 1031 equal or greater value and equity, 1031 gain, 1031 exchange closing costs, 1031 exchanges

Using Equity the Right Way

Posted by Ellie Trovato on Thu, Jun 14, 2018

We all know that a tax-deferred exchange allows you to defer capital gain taxes but there is another strategy to help you get a great return on investment and tap into your equity. Today’s Thankful Thursday is about refinancing to pull equity out of your replacement property.

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Topics: 1031 equal or greater value and equity, 1031 gain, 1031 exchanges

When to Report a 1031 Exchange

Posted by Margo McDonnell on Tue, Sep 18, 2012

While it may seem a little crazy to use this Tuesday Tip to discuss when you must report your 1031 tax-deferred exchange, many exchangers who filed for an extension are just now starting to work on their 2011 returns.

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Topics: tax consequences of a 1031 exchange, 1031 equal or greater value and equity

Maximizing your Tax Deferral in a 1031 Exchange

Posted by Margo McDonnell on Tue, Aug 28, 2012

This Tuesday’s Tip is to help you maximize your tax deferral. When completing a 1031 exchange, in order to maximize the tax deferral, you must reinvest the value and equity you had in your relinquished property. Essentially, IRS looks at your replacement property as a continuation of your relinquished property.

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Topics: 1031 exchange rules, 1031 equal or greater value and equity