Learn About 1031 Exchanges from our Newsletters
- How Chunking can save a 1031 exchangeby Greg Lehrmann, Attorney Double Board Certified • Commercial and Residential Real Estate Law Big Picture Luke Spitzer sold his family’s ranch outside Weatherford for $6 million net of closing costs and established a 1031 exchange. His qualified intermediary (QI) held the money, and the clock started ticking. His main target replacement property was a… Read more: How Chunking can save a 1031 exchange
- 1031 Exchanges in Marriage Dissolutionby Greg Lehrmann, Attorney Double Board Certified • Commercial and Residential Real Estate Law Big Picture The dissolution of a marriage frequently requires the division and disposition of real estate. Whenever that real estate is investment or business property — rather than solely a principal residence with no business or substantial amount of land —… Read more: 1031 Exchanges in Marriage Dissolution
- Convert your pistachio farm to mailbox money tax-freeby Greg Lehrmann, Attorney Double Board Certified • Commercial and Residential Real Estate Law Big Picture The 1031 exchange, a cornerstone of the tax code since 1921, offers a powerful tax deferral strategy for those selling pistachio farms. This provision allows property owners in the agriculture sector to defer capital gains taxes by reinvesting the… Read more: Convert your pistachio farm to mailbox money tax-free
- 1031 Closing Costs: What Can Be Paid From Exchange Funds?by Greg Lehrmann, Attorney Double Board Certified • Commercial and Residential Real Estate Law The Big Picture In a 1031 exchange, not all closing costs are created equal. Certain expenses can be covered with exchange proceeds without triggering tax consequences, while others are better handled outside the exchange. Why It Matters Using exchange funds for… Read more: 1031 Closing Costs: What Can Be Paid From Exchange Funds?
- Mixed-Use Propertiesby Greg Lehrmann, Attorney Double Board Certified • Commercial and Residential Real Estate Law The Big Picture Certain properties may qualify for the combined benefits of two tax code provisions, allowing for enhanced overall tax savings. Why it Matters Internal Revenue Code Section 121 provides for an exclusion of gain of up to $250,000 for… Read more: Mixed-Use Properties
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