1031 Exchange Insurance

What is “Exchange Insurance” and How Can it Be Used?

Real estate investors regularly hear the adage “money is made on the buy” preached by fellow investors, brokers and experts alike. If so, how does it make sense that market conditions can both simultaneously support the sale of a property and an exchange into a similar property? Logically it seems that either the market supports …

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Tax Strategy for Your Highly Appreciated Primary Residence

Primary residence home ownership has long been supported by the Federal Government. Homeowners benefit from tax incentives such as the mortgage interest deduction and lending programs like the FHA First Time Homebuyer Program. Additionally, the IRS Section 121 exemption allows homeowners who have experienced appreciation in the value of their home to realize up to …

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How to Extract Liquidity from Relinquished Property While Deferring Taxes with a 1031 Exchange.

Often owners of investment real estate find themselves in situations in which they are “property rich and cash poor.” Thus, when contemplating a tax-deferred 1031 exchange owners often ask about ways to “unlock” equity in their property and receive a cash distribution from the exchange proceeds while still deferring tax. Interest in this topic is …

Read moreHow to Extract Liquidity from Relinquished Property While Deferring Taxes with a 1031 Exchange.