1031 Exchange

A 1031 Like Exchange enables investors to defer paying capital gains and depreciation recapture taxes upon the close of a sale of real estate investment property by strictly adhering to the 1031 Exchange time limits, title requirements and processing guidelines. The money from the proceeds of the investment property sale can be reinvested into a like-kind or greater value property to defer paying capital gains and depreciation recapture taxes.

Benefits of a 1031 Exchange

  • Reposition assets in response to market changes and personal preferences
  • Change property types e.g. land to rental property
  • Increase leverage by reducing taxes and increasing purchasing power
  • Reduce management responsibilities and involvement
  • Permits you to personally relocate and reinvest at your new location
  • Achieve property consolidation or diversification
  • Construct improvements on a property
  • Improve cash flow

Estate Planning Team provides members with:

  • Access to the DST, which can help to set you apart from the competition, open meaningful conversations with wealthy prospects and existing clients
  • Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients
  • A networking plan to earn high net worth client referrals directly from other professionals
  • A marketing plan to use the DST to connect with high-net-worth prospects
  • A personalized DST lead generation website and a marketing plan to use your website to generate leads

If you have clients who may be interested in a 1031 exchange, or in the Deferred Sales Trust as an attractive alternative, then become an Estate Planning Team member and start growing your business.

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