Most property owners believe tax planning is only relevant when they choose to sell. But one of the most overlooked and misunderstood sections of the Internal Revenue Code applies when the decision is made for you.
In the two-part series I recently published on the History of the 1031 Exchange, as well as the “1031 Rules!” episode on my YouTube Channel, Best 1031 Online, (below), we walked through something that often gets overlooked in today’s conversations about tax planning: how long this strategy has actually been around.
Read More »“The 1031 Is Too New to Trust”, A Concern That History Already Answered
When Structure, Scrutiny, and Strategy Shaped the Modern 1031 Exchange Welcome to History of the 1031 Exchange – Part 2.Hopefully you read Part One in my December 2025 post. If not, you can read it here At some point, the 1031 exchange stopped being informal… Read More »History of the 1031 Exchange – PT2
If you’ve ever wondered why the 1031 exchange exists, or how it became such a cornerstone of real estate investing, you’re not alone. Too many investors focus only on the rules without understanding the reason behind them. And when you understand the history, the rules make a whole lot more sense.
Read More »The History of the 1031 Exchange PT1
Every year, without fail, I hear some version of this:
“I’m thinking about a 1031, but I guess I’ll need to wait until next year.”
“Don’t 1031 exchanges only really work at the end of the year?”
“Isn’t there a better time of year to do a 1031?”
Welcome to the final installment in our three-part series on related-party issues in a 1031 Exchange. In Part 1, we laid the foundation. In Part 2, we dove deep into the challenges that arise inside family-related ownership structures. This concluding Part 3 focuses on something equally complex, but far more common in today’s investment world:
Read More »Related Party Issues – PT3