Professional Resources

Sec­tion 1031 exchanges fre­quent­ly involve sev­er­al pro­fes­sion­als work­ing in dif­fer­ent dis­ci­plines. CPAs, finan­cial advi­sors, com­mer­cial real estate bro­kers, attor­neys, qual­i­fied inter­me­di­aries, and secu­ri­ties pro­fes­sion­als may each address a dif­fer­ent part of the investor’s deci­sion.

These pro­fes­sion­al resources are designed to help advi­so­ry teams under­stand the issues that may over­lap among tax plan­ning, invest­ment analy­sis, real estate acqui­si­tion, exchange exe­cu­tion, liq­uid­i­ty, port­fo­lio con­struc­tion, and estate plan­ning.

Select your pro­fes­sion­al role below to explore rel­e­vant chap­ters, edu­ca­tion­al arti­cles, tools, and plan­ning resources.

CPAs & Tax Professionals

Tax basis, real­ized and rec­og­nized gain, depre­ci­a­tion, boot, exchange plan­ning, and after-tax deci­sion analy­sis.

CPA Resources

RIAs & Financial Advisors

Port­fo­lio con­struc­tion, liq­uid­i­ty, diver­si­fi­ca­tion, income needs, DST allo­ca­tion, and broad­er wealth plan­ning.

Advi­sor Resources

Commercial Real Estate Brokers

Pre-sale plan­ning, prop­er­ty val­u­a­tion, nego­ti­at­ing lever­age, replace­ment-prop­er­ty alter­na­tives, and §1031 coor­di­na­tion.

Bro­ker Resources

Attorneys & Estate Planning Professionals

Own­er­ship struc­ture, trusts, suc­ces­sion, estate plan­ning, basis con­sid­er­a­tions, and legal coor­di­na­tion.

Attor­ney Resources

Qualified Intermediaries

Exchange mechan­ics, 45/180-day dead­lines, iden­ti­fi­ca­tion rules, doc­u­men­ta­tion, and advi­so­ry-team coor­di­na­tion.

QI Resources

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