EP 08 - Unraveling the Mystery of Tax-Deferred and Tax-Exclusion Strategies other than 1031 Exchanges

Unraveling the Mystery of Tax-Deferred and Tax-Exclusion Strategies other than 1031 Exchanges

1031 Exchange transactions are complex and confusing and may not always be the best solution for the investor. We demystify the various tax-deferred and tax-exclusion strategies that might be a better solution under certain circumstances. Discussion includes a breakdown of IRC Sections 121 (Primary Residence), Section 453 (Installment Sale), Section 721 (upREIT or 1031/721), Section 1031 (Rental, Investment or Business Use Property), Section 1032 (corporate stock), Section 1033 (involuntary conversion, eminent domain, natural disasters), Section 1034 (primary residence, repealed), Section 1035 (exchange of annuities), Qualified Opportunity Zone Investments (Episode 7), and Charitable Remainder Trusts (CRTs).

Email your 1031 Exchange questions to ASK@exeterco.com and we’ll address them in our next episode.