1031 Exchange Qualification Review

Review a proposed 1031 exchange for IRS qualification and timing.

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Steps: 1) Verify property type for like-kind qualification 2) Confirm exchanger status 3) Calculate boot calculation 4) Verify 45/180-day deadlines 5) Confirm equal-or-greater value 6) Assess QI requirement 7) Note IRS reporting requirements

Output: Qualification assessment, timeline roadmap, boot calculation, intermediary requirements.

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Why this works

Precision timing/documentation ensures tax deferral success. Prevents costly mistakes.

Risks & review

Missing deadlines fails entire exchange. Engage QI early and track deadlines. Boot miscalculation triggers tax.