1031 Exchange Expert: Qualified Intermediary, 1031 Exchanges, Accommodator, California and the U.S., etc., etc,

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Services for Real Estate Pros - The Law Offices of Elisabeth A. Lambert

ARCHIVED BLOG POSTS

2008 

In an effort to make my posts more timely and useful for the community, I'd like some feedback regarding what kind of information you'd like to receive from me. I've been posting information on various aspects of 1031 Exchanges but I have not been receiving very many comments. So, I&#...
03/26/2008
IRC section 1031 exchanges are used by owners of appreciated investment property to defer the capital gain tax (both state (if applicable) and federal 15% and depreciation recapture) by purchasing another investment property within 180 days. Previous blog posts go into all of the details and rule...
03/26/2008
I'd like to introduce two new associates who recently joined Active Rain. Both of these wonderful ladies are experienced Escrow Officers at Stewart Title in Visalia. They are very experienced working with investment property owners and they are well-versed in their role during a 1031 exchange...
03/25/2008
I will be offering a free 3-hour accredited seminar for commercial brokers, attorneys, accountants and experienced residential agents. There are still some spaces available.Advanced 1031 Exchange Seminar at the Fresno Association of Realtors located at 6720 N. West Ave, Fresno, CA.  Time: 12:30 -...
03/25/2008
Welcome to the Central Valley 1031 Exchange Solutions group. This group is devoted to providing information and education on 1031 exchanges and the uniques challenges investors and agents face in California's Central Valley from Merced to Bakersfield.
03/25/2008
SELLING APPRECIATED PROPERTY"A SUMMARY OF TAX ADVANTAGED STRATEGIES" The Federal Tax Code provides ways a property owner can dispose of, exchange or sell an appreciated property and receive tax benefits. Some alternatives are described below. IRC Section 121 enables a homeowner to exclu...
03/24/2008
HOLDING TITLE TO REAL PROPERTY "A COMPARISON OF THREE DIFFERENT METHODS"  COMMUNITY PROPERTYJOINT TENANCYTENANCY IN COMMONPARTIESOnly husband and wifeAny number of persons(Can be husband & wife)Any number of persons (Can be husband & wife)CONVEYANCEBoth co-owners must join incon...
03/24/2008
EXCHANGE ENTITIES  "CONSIDER THESE VESTING ISSUES PRIOR TO A §1031 EXCHANGE" Generally in a §1031 tax deferred exchange, an Exchanger should take title to the replacement property in the same manner they held title on the relinquished property. In most cases, the entity initiating the e...
03/24/2008
G 6 RESTRICTIONS (#17)"WHY EXCHANGERS CAN'T HAVE ACCESS TO EXCHANGE FUNDS"  A "Qualified Intermediary" must limit the Exchanger's ability to access funds held in the exchange account in order to meet the safe harbor requirements specified in the U.S. Treasury Regulatio...
03/24/2008
PARTIAL EXCHANGES "DEFER SOME CAPITAL GAIN TAXES AND OBTAIN CASH NOW"One of the common misunderstandings regarding exchanges, is that you must exchange the full value of the relinquished property for replacement property to have a valid exchange. In fact, a taxpayer may choose to do a p...
03/24/2008
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Lisa Lambert

Esq. 1031 Exchange Expert
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