Download Our
1031 Exchange Checklist

Our 1031 Exchange checklist is intended to provide a basic summary of the steps involved in an IRC Section 1031 tax-deferred exchange.

AS HQ 1031 Exhcange Checklist

 

Get a Free Consultation

Interested in learning more about a 1031 Exchange or Delaware Statutory Trust investment? Our team of experienced advisors is ready and willing to answer all your questions and guide you through the process of your exchange from start to finish.

Contact us today for a free consultation on how you can defer your capital gain taxes, diversify your portfolio, and help preserve your capital.

 

WHAT IS A 1031 EXCHANGE?

A 1031 Like-Kind Exchange allows an investor or business owner to sell an investment property and replace it with another property (passive or active ownership) of equal or greater value within a time-frame of 180-days from the date of close using a qualified intermediary.

If all the criteria are met the investor can
defer taxes on up to 100% of capital gains created from the sale of the original property. Some form of 1031 Like-Kind exchanges has been around since 1921.

 

 

Who Is Asset Strategy?

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We are an independent Private Wealth advisory firm.  For over 30-years Asset Strategy has worked with clients and their tax and legal advisors to build strategies intended to help for them achieve their goals.
 
We help our clients in the following areas:

Tax Strategies

Retirement and Income Planning

• Risk Management& Insurance Planning

• Investment Planning

• Financial & Estate Planning

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

(855) 676 - 1031