News & Articles

Featured image for “Can I Do a 1031 Exchange When Downsizing? Yes, But There’s a Catch”
February 27, 2025

Can I Do a 1031 Exchange When Downsizing? Yes, But There’s a Catch

Most articles about 1031 exchanges focus on scaling up, but what if you’re ready to simplify your portfolio? Maybe you’re looking to reduce management responsibilities,
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Featured image for “Top 6 Misconceptions About 1031 Exchanges: Separating Fact from Fiction”
February 20, 2025

Top 6 Misconceptions About 1031 Exchanges: Separating Fact from Fiction

You’ve probably heard about 1031 exchanges as a powerful tool for real estate investors, but there’s a lot of misinformation floating around. Misconceptions about 1031
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Featured image for “1031 Exchanges: A Powerful Tool for Building Generational Wealth”
February 13, 2025

1031 Exchanges: A Powerful Tool for Building Generational Wealth

When most investors think about 1031 exchanges, they focus on the immediate tax benefits. But did you know that these exchanges can also be a
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Featured image for “Navigating IRS Disaster Extensions for 1031 Exchanges and Beyond”
February 7, 2025

Navigating IRS Disaster Extensions for 1031 Exchanges and Beyond

The recent wildfires in California have not only devastated communities but also disrupted the financial planning of many investors. Recognizing the profound impact of these
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Featured image for “Boot in 1031 Exchanges: How to Avoid Taxable Income on Your Sale”
February 3, 2025

Boot in 1031 Exchanges: How to Avoid Taxable Income on Your Sale

Introduction A 1031 exchange helps real estate investors defer capital gains taxes. But there’s a catch; if you receive “boot,” you might owe taxes. Boot
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Featured image for “The 1031 Exchange Secret the IRS Doesn’t Want You to Know: Why You MUST Use a Qualified Intermediary”
February 1, 2025

The 1031 Exchange Secret the IRS Doesn’t Want You to Know: Why You MUST Use a Qualified Intermediary

A 1031 exchange is one of the best ways for real estate investors to defer capital gains taxes. But there’s one key player you can’t
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Featured image for “What Is a Starker Exchange?”
January 30, 2025

What Is a Starker Exchange?

A Starker exchange is another name for a 1031 exchange, a powerful tool for real estate investors. It allows you to defer capital gains taxes
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Featured image for “How WealthBuilder 1031 Charges Its Exchange Fee”
January 28, 2025

How WealthBuilder 1031 Charges Its Exchange Fee

One of the most common questions we hear from potential clients is simple: what does WealthBuilder 1031 actually charge for Qualified Intermediary (QI) services? Here’s
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Featured image for “Are 1031 Exchange Fees Tax Deductible? Understanding Your Investment Expenses”
January 21, 2025

Are 1031 Exchange Fees Tax Deductible? Understanding Your Investment Expenses

When planning a 1031 exchange, every financial detail matters. One question we frequently hear from our clients concerns the tax deductibility of qualified intermediary (QI)
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Featured image for “What Happens When You Sell a 1031 Exchange Property”
January 16, 2025

What Happens When You Sell a 1031 Exchange Property

When you sell property acquired through a 1031 exchange without structuring another exchange before closing, the gain deferred from the earlier exchange generally remains embedded
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