Free
Checklist
for
High-Income Earners & Practice Owners
Master Your 45-Day 1031 Exchange Strategy
Navigate the complexities of the 45-Day 1031 Exchange identification process with our comprehensive checklist. Ensure timely compliance and maximize your investment strategies.
What you’ll learn
- Understanding your deadlines is crucial; the 45-day identification window does not pause for any reason.
- Effective planning before closing can safeguard against costly tax liabilities during the exchange.
- Working interests in producing oil and gas property can qualify as replacement properties, providing unique investment opportunities.
- Implementing a thorough due diligence checklist is essential to navigate operational risks and ensure compliance.
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Download the PDFOr schedule a private strategy callInside the guide
Master Your 45-Day 1031 Exchange Strategy
Contents
- Core Situation Understand the urgency of timelines once your relinquished property closes.
- Capital Allocation Discover effective strategies for deploying liquidity during the exchange.
- Ownership Models Explore working interest structures that qualify under IRS rulings.
- Tax Mechanics Grasp the implications of sections 263(c) and 469(c)(3) on tax deferral.
- Risk & Governance Evaluate essential operational risks and implement a robust due diligence checklist.
Written for
- High-Earning Specialists Looking to shelter active W-2/1099 income.
- CPAs & Wealth Advisors Seeking strategies to optimize client’s real estate investments.
Is the guide really free?
Yes. There is no cost and no obligation. The PDF arrives by email, and you can download it straight away.
Is this tax advice?
No. The guide explains general federal tax rules for educational purposes. Your CPA should apply them to your own situation, and the guide includes the questions to bring to that conversation.
Do I need to be accredited to read it?
No. Anyone can read the guide. Participation in a Summit Ventures joint venture is limited to accredited individuals and entities, and status is verified before any commitment.
Will someone contact me?
We may send related resources and invitations to upcoming sessions, and you can unsubscribe at any time. A call only happens if you request one.
