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Section 1031 For Clients   Summary
 

Section 1031 For Clients Summary

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    Section 1031 For Clients   Summary Section 1031 For Clients Summary Presentation Transcript

    • ©1995-2008. Edmund & Wheeler, Inc. all rights reserved. The information contained in this presentation is for informational purposes only and does not constitute tax, legal or accounting advice.
    • Shhhhh. Don’t tell anyone. You are eligible for interest free loans from the US Government… … for as long as they’d like. … for as many times as they’d like.
    • What’s In It For You?
      • Defer 100% of capital gains taxes including:
        • Federal - 15%
        • State - 3% to 9% (Depending on State)
        • Depreciation Recapture - 24%
      • Use the deferred gains to enhance your buying power
      • Swap ‘til you Drop – You can exchange over and over again
    • What’s In It For You?
      • Exchange into passive real estate investments
        • Tenants - in - Common
        • Oil & Gas
      • Exchange into a security
        • UPREITs
      • Exchange into a guaranteed income
        • Structured Sale
      • Exchange into your dream home
        • Follow the rules!
    • Quickly! Section 1031
    • Section 1031 is used in less than 10% of the transactions that it should be!
    • Section 1031 is about Relocation and Reallocation of Assets without Paying Capital Gains!!!
    • Any Real Property Can Be Exchanged For Any Other Real Property!
    • Section 1031 can be used to dramatically increase the value of holdings by leveraging Uncle Sam’s money.
    • Nearly every tax paying entity qualifies for a Section 1031 Exchange!
    • Personal property can also be Exchanged. “ Like-kind” is literal!
    • There are replacement options available for Section 1031
    • Tenants-In-Common Management Free Real Estate Investments in Grade A Properties
    • UPREIT Exchange into a Real Estate Investment Trust (A Security)
    • Oil & Gas A timely alternative to owning real-estate with the same benefits and flexibility.
    • Structured Sales An annuity based “Paycheck” for failed exchanges and business transfers.
    • Does Your Situation Qualify? http://www.section1031.com/qualify/WhatQualifies.htm This tool can assist you in determining if your particular circumstances could benefit from Section 1031.
    • Also…
      • Time limits of 45 and 180 days
      • Properties must be “Like-Kind”
      • Business or Investment Purpose
      • Relinquished and Replacement Properties held by same taxpayer
      • Exchanges can be done either forward or reverse
    • If you are considering an Exchange….
      • Contact a professional BEFORE closing on your property:
        • Your Accountant
        • Your Attorney
        • Your Financial Advisor
        • A Qualified Intermediary
      • Do your homework on Section 1031