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Failed 1031 Exchanges: Year-End Planning

Wednesday, November 20

You do your due diligence, select your Qualified Intermediary and open your 1031 Exchange account (refer to blog post on Qualified Intermediaries Are Not Created Equal for what to look for when selecting a Qualified Intermediary).  You sell and close on the sale of your relinquished property.  Yo...


1031 Exchange Qualified Intermediaries Are Not Created Equal

Saturday, August 10

Investors generally think 1031 Exchange Qualified Intermediaries are all the same – but Qualified Intermediaries are absolutely not created equal – and the differences can be significant and critical. Did you know there is no government oversight of Qualified Intermediaries.  Less than 1% are act...


How To Choose a Qualified Intermediary (Accommodator)

Saturday, November 22

The Qualified Intermediary (often referred to as the Accommodator or Facilitator) is a crucial part in the administration of any 1031 Exchange transaction.  In order to save space in this blog post, I will refer to the Qualified Intermediary as the QI.  It is critical that investors exercise extr...


What Does The 1031 Exchange Qualified Intermediary Do?

Saturday, November 08

What is a 1031 Exchange Qualified Intermediary, often referred to in the industry as an Accommodator or Facilitator, and what does one do?  Generally, a Qualified Intermediary is an entity established solely to administer an investors' tax-deferred exchange transactions under Section 1031 of the ...


1031 Exchange Quick Resource Guide

Saturday, November 01

1031 Exchange StructuresThere are numerous ways to structure a 1031 Exchange transaction.  The best structure will depend upon your specific circumstances.  You are always welcome to contact Exeter 1031 Exchange Services, LLC to work with your advisors in determining which 1031 Exchange structure...


Overview of Tax Deferral and Exclusion Strategies

Monday, October 27

There are many tax-deferral and tax-exclusion strategies available for individuals, corporations and institutions to employ in order to efficiently manage and reduce their income tax liabilities.  It is important for taxpayers to consider all of the options that are available to them before proce...