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Author: Kevin Taylor

Articles
Kevin Taylor

Tax Mitigation Playbook: 1031 Replacement Rules to Know

The 3-Property Rule The 3-property rule states that the replacement property identification during the initial 45 days of the exchange can be made for up to three properties regardless of their total value. After relinquishing their initial property, the taxpayer

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FAQ for 1031s

Understanding 1031 Exchanges: Frequently Asked Questions A 1031 Exchange is a powerful tool for real estate investors looking to defer capital gains taxes while reinvesting in like-kind properties. The exchange allows you to sell one investment property and acquire another

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Articles
Kevin Taylor

Tax Mitigation Playbook: What is a 1031 Exchange?

1031 exchange is one of the most popular tax strategies available when selling and buying real estate “held for productive use in a trade or business or investment”. It allows the owner of a property to exchange one asset for another. Our

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boulder financial planning experts with 1031 tax mitigation experience
Articles
Kevin Taylor

1031 Fee Structure

Asset Based Fees Low High Fee $0.00 $500,000.00 $1,500 $500,000.01 $1,000,000.00 $2,000 $1,000,000.01 $3,000,000.00 $2,500 $3,000,000.01 and up $3,000 Additional Service Fees Event Fee Replacement Properties $350/per acquired Back-to-Back Closings $250 Rush Fee (inside 48 Hours) $500 Wire Fee $35

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boulder financial planning experts with 1031 tax mitigation experience
Articles
Kevin Taylor

Tax Mitigation Playbook: The Basic’s of a 1031

45 Days You have 45 days after the sale of your relinquished property to identify your replacement property(ies). Identification of replacement properties must be unambiguous, using a legal description or physical address. It must be in writing, dated, signed, and

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