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Section 1031 of the Internal Revenue Code provides a way for you to sell certain property and replace it with new property of a like kind without paying taxes otherwise due on the sale. These transactions -- alternately referred to as “Tax-deferred Exchanges,” “1031 Exchanges” or “Like-Kind Exchanges” -- offer a powerful tool to upgrade, consolidate, diversify or simply relocate investment or business assets.
Exchanges can be complex. We can help reduce your worry. Whether you have one or several properties to sell, CU Exchange can help you navigate the challenging requirements of the Internal Revenue Code and regulations - and defer indefinitely the capital gains taxes.
Explore our Services section to learn more about how our experience as a Qualified Intermediary can provide the necessary guidance to help you with your tax-deferred exchange. In particular, our Resource Center provides the information you need to get moving down the road toward a successful exchange.
If you are ready to get started click here. |
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Deferred Exchanges account for approximately 90% of all exchange transactions. The classic scenario involves the sale of one or more Relinquished Properties, and the subsequent purchase of Replacement Properties. A taxpayer must identify Replacement Property within 45 days of the sale of their Relinquished Property and Purchase Replacement Property within 180 days of the sale.
These transactions require the use of a Qualified Intermediary to hold the proceeds of the sale, and to coordinate the entire exchange. Our experienced staff will streamline your exchange process and help ensure your compliance with all of the limitations imposed by the Internal Revenue Service -- all at one of the lowest costs in the industry. |
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| Sometimes, circumstances leave a taxpayer with no alternative to purchasing a Replacement Property before the sale of Relinquished Property. If properly structured, a Reverse Exchange could be the solution. Reverse Exchanges require a third party to “park” the Replacement Property until you sell the Relinquished Property. Our team helps clients understand and complete these difficult transactions. |
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| If you have found the perfect Replacement Property but it needs a little TLC before you move in, or if you want to sell your old office building and construct a new one on newly acquired Replacement Property, then you may need to investigate Build-to-Suit Exchanges. In these transactions, you need a Qualified Intermediary who has been there before, and understands the difficulty in completing a construction project in 180 days. We have the experience to help deal with contractors, financing and Section 1031. |
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