FAQ

Is your tax deferred exchange specialist asking the right questions?

Have you calculated your total tax liability if you sell and do not exchange?
Are you clear about getting the highest risk appropriate return on your equity after-tax?
Are you clear about understanding the effect of various financing options and amortization schedules on your after-tax cash flow?
Have you explored the opportunity to refinance post-exchange and pull out tax-free cash?
Is your real estate portfolio adequately and appropriately diversified?
How can you maximize your chances to find the best investment property based on return, location, risk, financing, in conjunction with the timing of the sale of your relinquished property?
How can you avoid identifying property that has environmental contamination, is in a challenging neighborhood, has deferred maintenance, is not actually available or cannot be financed to meet your needs?
What can you do to maximize your choice of replacement property and minimize your risk of not having any property under contract or identified within your 45-day identification period?
Would you like to convert a partnership to tenants-in-common, dissolve a partnership by distributing assets, split off a partnership, or get out of a C-corporation ownership position?
Would you like to consult with an attorney, qualified intermediary or accountant who is considered a national expert in Tax Deferred Exchange (1031) or Involuntary Conversion (1033) transactions?

Freedman Consulting