Get the free HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES

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This document serves as an informational flyer for a program designed to educate attorneys and real estate professionals about §1031 tax-deferred exchanges, detailing the schedule of events and registration

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How to fill out HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES

01

Determine if the current property qualifies for a §1031 exchange.

02

Identify and secure a replacement property that is of equal or greater value.

03

Engage a qualified intermediary to facilitate the exchange.

04

Complete the sale of the relinquished property and ensure it falls within the 45-day identification window.

05

Identify the replacement property within 45 days of selling the relinquished property.

06

Close on the replacement property within 180 days of the sale of the relinquished property.

07

Ensure all documentation is completed accurately and timely for IRS compliance.

Who needs HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES?

01

Real estate investors looking to defer capital gains taxes on property sales.

02

Individuals or entities planning to reinvest in investment properties.

03

Property owners wanting to exchange properties without immediate tax consequences.

04

Financial advisors assisting clients in wealth-building strategies through real estate.

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What is HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES?

HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES refers to a provision in the U.S. tax code that allows an investor to defer paying capital gains taxes on an investment property when it is exchanged for another similar property.

Who is required to file HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES?

Individuals or entities that engage in a 1031 exchange, which involves swapping investment properties, are required to file the necessary documentation to report the transaction.

How to fill out HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES?

To fill out HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES, one must complete IRS Form 8824, providing details about the properties involved, the dates of the exchanges, and any additional disclosures required by the IRS.

What is the purpose of HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES?

The purpose of HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES is to allow real estate investors to defer capital gains taxes, enabling them to reinvest more capital into new properties and promote ongoing investment and economic growth.

What information must be reported on HELP CLIENTS BUILD WEALTH: §1031 TAX-DEFERRED (STARKER) EXCHANGES?

Information that must be reported includes the description of the relinquished and replacement properties, the adjusted basis of the properties, the fair market value, and the dates of the exchanges.

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