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Complete 1031 Exchange Service
Washington State Law, RCW 19.310.010
Complete 1031 Exchange Service
We Provide A Complete Service To Successfully Accomplish 1031 Exchanges
Pre-Exchange Tax Planning
Accommodation of Exchange
Post Exchange Tax Planning
Pre-Exchange Tax Planning
Determine if property qualifies for a Tax Deferred 1031 Exchange.
Balance the equities between the Relinquished Property and the Replacement Property.
Calculate the adjusted basis of the Relinquished Property.
Calculate the amount of 1031 exchange expenses.
Calculate amount of capital gain from sale of Relinquished Property.
Calculate estimated amount of tax due from sale of Relinquished Property.
Determine estimated amount of cash to be received from sale of Relinquished Property.
Calculate the savings by accomplishing a Tax Deferred 1031 Exchange.
Determine amount of suspended passive losses available to offset capital gain from sale of Relinquished Property.
Calculate amount to be invested in Replacement Property to defer maximum amount of capital gain.
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Accommodation of Exchange
Prepare 1031 Exchange Agreement.
Prepare necessary documents to convey Relinquished Property from Exchangor to Buyer.
Prepare letter regarding timing and identification of replacement property.
Prepare necessary documents to convey Replacement Property from seller to buyer.
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Post Exchange Tax Planning
Calculation of tax basis of newly acquired Replacement Property for depreciation purposes.
Assist with preparation of
Form 8824
, Like-Kind Exchanges.
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