Practical guides on 1031 exchanges for qualified intermediaries, wealth advisors and family offices — compliance, deadlines, boot, DSTs and running a modern practice.
Related-party 1031 exchanges offer legitimate tax deferral, but a misunderstood two-year holding rule can unwind the entire transaction. Here is what advisors need to know.
A missing document can unravel years of tax deferral. Here is exactly what QIs, advisors, and family offices need to collect and keep—before the IRS ever asks.
The qualified intermediary sits at the legal and operational center of every 1031 exchange. Here's what that responsibility actually demands — and how top QIs deliver on it.
A well-executed 1031 exchange can still unravel under IRS scrutiny if the documentation is thin. Here's how qualified intermediaries and advisors should structure an airtight exchange file.
When the right replacement property appears before you can sell, a reverse 1031 exchange lets family offices act decisively — without surrendering tax deferral.
Family offices juggling real estate held in LLCs, partnerships, and trusts face unique 1031 exchange pitfalls. Here's how to coordinate deferrals across a complex ownership structure.
Improvement exchanges let clients acquire and improve replacement property tax-deferred — but the structural rules are unforgiving. Here's what advisors need to understand before recommending one.
For family offices, reverse 1031 exchanges unlock a powerful edge: securing the right replacement property before the relinquished asset even hits the market. Here's when the structure earns its complexity.
A clean 1031 exchange can still unravel under IRS scrutiny if your paperwork is incomplete. Here is the documentation framework every QI and advisor should build from day one.
How qualified intermediaries handle interest earned on exchange proceeds isn't just an accounting detail — it's a compliance and client-trust issue with real tax consequences.
When a 1031 exchange crosses state lines, federal tax deferral doesn't guarantee state tax deferral. Here's what every QI needs to know about clawback statutes.
How qualified intermediaries hold exchange proceeds matters as much as how they move them. Here's what the rules actually require — and where QIs most often fall short.
Boot is the silent tax liability hiding inside otherwise clean 1031 exchanges. Here's how advisors and QIs can identify, measure, and strategically minimize it.
Improvement exchanges let investors customize replacement property before taking title — but the IRS rules are unforgiving. Here's what wealth advisors need to know.
When a prized replacement property surfaces before you've sold the relinquished asset, a reverse 1031 exchange lets family offices act decisively — without sacrificing tax deferral.
Legacy tools are quietly capping your qualified intermediary firm's growth. Here's how modern software changes the operational math — and the client experience.
Delaware Statutory Trusts offer compelling advantages as 1031 replacement property, but advisors must know exactly what to vet before recommending one to a client.
Qualified intermediaries hold more legal and ethical responsibility than many realize. Here's what that means in practice — and where QIs commonly fall short.
Boot is the silent tax leak in many 1031 exchanges. Here's exactly what triggers it, how it's calculated, and the practical steps advisors use to neutralize it.
Beyond deferring capital gains, 1031 exchanges can anchor a multigenerational estate plan — here's how wealth managers can deploy them strategically.
Qualified intermediaries who build structured identification workflows before the clock starts give their clients a measurable edge when the 45-day window opens.
Delaware Statutory Trusts offer clients a hands-off path to 1031 compliance — but advisors need to understand the structural rules before recommending them.