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

By
Real Estate Services - 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'm seeking inf...
Posted about 6 years ago
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...
Posted about 6 years ago
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.htt...
Posted about 6 years ago
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 -...
Posted about 6 years ago
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.
Posted about 6 years ago
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 exclude capital...
Posted about 6 years ago
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 inconveyance of real pr...
Posted about 6 years ago
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 exchange mu...
Posted about 6 years ago
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 Regulations. Although the deferred ex...
Posted about 6 years ago
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 partial exc...
Posted about 6 years ago
Rainer
60,772

Lisa Lambert

Esq. 1031 Exchange Expert
Ask me a question
*
*
*
Spam prevention

Accessibility option: listen to a question and answer it!

To submit the form,
drag the scissors to the circle on the side.

Type below the answer to what you hear. Numbers or words, lowercase:

Additional Information

Discussing 1031 Exchange Issues and Related Real Estate Issues in California. Specifically focusing on the Merced, Madera, Fresno, Selma, Reedley, Oakhurst,Visalia, Hanford, Porterville and Bakersfield areas.

API Logo



View Lisa Lambert, Esq.'s profile on LinkedIn