Helping Diligent Advisors Ensure They're On The Right Planning Path
Updated 12/1/2023
If you have clients that buy and sell rental properties, they may be interested in utilizing a Section 1031 exchange. However, the rules surrounding Section 1031 exchanges are quite complicated, and clients may not know where to start.
Using this guide, you will be able to quickly determine if your client may be eligible to implement a Section 1031 exchange for the sale and purchase of their rental properties.
This flowchart covers the important criteria a client needs to consider when determining if they can implement a Section 1031 exchange, such as: