Free
Checklist
for
High-Income Earners & Practice Owners
Unlock the Power of 1031 Exchanges: Your 45-Day Checklist
This vital checklist equips you to navigate the 45-day identification period of your 1031 exchange seamlessly, mitigating risks and enhancing investment opportunities. Align your strategy with expert insights to optimize your exchange outcomes.
What you’ll learn
- Act promptly: The strict 45-day identification and 180-day closing timelines demand immediate action.
- Consider all options: Evaluate both traditional and alternative investment properties, including oil and gas working interests.
- Engage professionals: Collaborating with your CPA, qualified intermediary, and legal advisers is crucial prior to Day 45.
- Structure wisely: Understand which identification rules best align with your financial goals and risk tolerance.
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Unlock the Power of 1031 Exchanges: Your 45-Day Checklist
Contents
- Core Situation Understand the critical timing and regulations involved in 1031 exchanges.
- Capital Allocation Explore effective strategies for managing your liquidity and investment choices.
- Ownership Models Get acquainted with different models such as direct ownership versus joint ventures.
- Tax Mechanics Learn the nuances of relevant tax codes, including Section 263(c) and Section 469(c)(3).
- Risk & Governance Identify operational risks and establish a robust due diligence checklist for your investments.
Written for
- High-Earning Specialists Looking to shelter active W-2/1099 income.
- CPAs & Wealth Advisors Seeking to provide clients with sound investment guidance through strategic property exchanges.
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.