PDF's OF EXCHANGE TOPICS
 
Asset Preservation has made it easy to forward materials to investors about Section 1031 tax deferred exchanges. The Power of Exchange handouts (saved in Adobe Acrobat) are specifically designed as an information flyer that you can customize with your contact information and forward to real estate investors.

To use these handouts, open the pdf file next to the topic title and customize in the following manner:

  1. Personalize each handout by clicking in the box under the "Compliments of:" section.
  2. Type in your name, company, address, telephone, etc.
  3. Click outside of the box to 'set' your information in the data fields provided.
  4. Print as many copies as needed.
 
EXCHANGE BASICS
        Sale vs. an Exchange (#1)
        Exchange Basics (#2)
        Five Reasons to Exchange (#3)
        Calculating Capital Gain (#4)
        Intro to Delayed Exchanges (#5)
        1031 Contract Language (#7)
        Exchange Terminology (#8)
        Open an Exchange with API
        What is a Qualified Intermediary? (#89)
        Pros and Cons of Selling vs Exchanging (#152)
        What Does Not Qualify? (#102)
 
EXCHANGE REQUIREMENTS
        Requirements For Full Deferral (#9)
        Exchange Equation (#10)
        Partial Exchanges (#11)
 
EXCHANGE VARIATIONS
        Simultaneous Exchange - Basics (#12)
        Simultaneous Exchanges-What Not to Do (#13)
        Stages of a Delayed Exchange (#14)
        Identification Rules (#15)
        G 6 Restrictions (#17)
        What Not To Do (#18)
        Multiple Properties (#19)
        Reverse Exchanges (#20)
        Reverse Comparisons (#21)
        Combine Reverse and Delayed Exchange for 360 Days (#126)
        Improvement Exchanges - Build or Improve (#22)
        Improvement Exchanges - Additional Requirements (#23)
        Reverse - Improvement Structure (#25)
        Acquiring Multiple Replacement Properties in an Exchange (#151)
 
LIKE-KIND PROPERTY ISSUES
        Like-Kind Property (#26)
        How Long to Hold (#27)
        Primary Residence Rules - Section 121 (#28)
        Converting a Rental to a Residence (#29)
        Split Treatment Transactions (#30)
        Property Held for Sale (#31)
        Vacation Home Exchanges - Moore v Comm. (#109)
        Vacation Home Guidance - Rev. Proc. 2008-16 (#112)
        Leasehold Interests (#33)
        Tenant-In-Common Basics (#34)
        Tenant In Common - Rev. Proc. 2002-22 (#35)
        Tenant In Common Ownership (#168)
        DST Versus TIC Ownership (#120)
        Delaware Statutory Trust (DST) (#169)
        Easements (#36)
        Personal Property Exchanges (#37)
        Oil, Gas, and Mineral Rights (#38)
        Water Rights (#39)
        Farm and Ranch Exchanges 1 of 2 (#40)
        Farm and Ranch Exchanges 2 of 2 (#146)
        Timeshares and REITS (#41)
        Hotel Exchanges (#42)
        Like-Kind-Where Located (#71)
        Oil and Gas Energy Programs (#93)
        1031 Exchanges and Artwork (#155)
        Exchanging into Oil and Gas Interests (#127)
        Timberland and 1031 Exchanges (#131)
        Investors Go Green, Save Green with 1031 Exchanges (#130)
        Wind Energy and 1031 Exchanges (#129)
        Vineyard Exchanges (#156)
        Intent to Hold for Investment Goolsby v Comm. (139)
        Collectible Car Investors (#140)
        Creative Property Exchanges (#144)
        Cell Easements Qualify for 1031 Deferral (#145)
 
TAX LAW UPDATES
        2002 Primary Residence Update 9030 (#45)
        2003 CA Withholding Law (#46)
        Principal Resi-5 Yr Holding Period (#79)
        Tax Planning Opportunities with Exchanges in 2011 (#147)
        Summer 2007 - PLRs - Disaster Relief (#110)
        CA Qualified Intermediary Law (#119)
        CO Qualied Intermediary Law (#123)
        WA Qualied Intermediary Law (#124)
        VA Qualified Intermediary Law (#141)
        CT Qualified Intermediary Law (#171)
 
ADDITIONAL §1031 EXCHANGE ISSUES
        Seller Financing (#48)
        Partnerships And 1031 Exchanges (#49)
        Closing Costs (#50)
        Refinancing (#51)
        Closing Exchanges (#52)
        Exchange Entities (#53)
        Holding Title to Real Property (#54)
        What Agents Need to Know (#55)
        Related Party - Caution Needed (#56)
        Related Party - Buying From - Rev. Rul. 2002-83 (#57)
        Related Party - Teruya & PLR 2004-40002 (#86)
        Preconstruction Sales (#59)
        Aircraft Exchanges (#60)
        Real Estate vs. Mutual Funds (#61)
        Are Your Stocks Sinking? (#62)
        Security of Funds (#63)
        1031 Tax Filing Requirements (#64)
        Taxing Thoughts (#65)
        Replacement Property Calculation (#66)
        Investment Returns (#67)
        FIRPTA Withholding Rules (#70)
        Six Strategies for Commissions (#73)
        Identify Within 45 Days(#74)
        New York Cooperatives (#75)
        State Tax Withholding (#76)
        IRA in Real Estate (#77)
        Parking Arrangements - Rev. Proc. 2004-51 (#78)
        Disregarded Entity Issues (#81)
        Converting a Residence to a Rental - R. P. 2005-14 (#84)
        Real Estate Auctions (#88)
        Cost Segregation Studies (#92)
        Deposits in an Exchange (#94)
        Disaster Area Tax Relief (#96)
        Involuntary Conversions (#97)
        Maximize Profits in Real Estate (#98)
        Purchase Contracts (#99)
        Reduced 121 Gain Exclusion Post 1-1-09 (#118)
        Refinancing Relinquished Property Pre-Exchange (#153)
        Development Rights (#113)
        1031 Exchange in a Foreclosure (#122)
        Foreclosures (#114)
        2008 Real Estate Prices (#115)
        Capital Gain Tax Rates (#116)
        Selling Appreciated Property (#104)
        Determine Property Values (#105)
        Return on Equity (#106)
        1031 and Cost Segregation Study (#100)
        1031 Benefits for Financial Advisors (#103)
        What is an UPREIT? (#101)
        LandAmerica 1031 Exchange Services Bankruptcy (#125)
        To Defer or Postpone, That is the Question (#128)
        Estate Taxes in 2010 (#132)
        Relief in QI Bankruptcy-Rev Proc 2010-14 (#134)
        Capital Gain Tax Increases in 2013 (#135)
        Ordinary Income vs. Capital Gain (#133)
        Buying Discounted Property? (#137)
        REO Property from the Lender's Perspective (#138)
        Business and Franchise Owners (#148)
        Constructive Receipt (#149)
        9 Reasons Why Investors Should Buy Property Now (#150)
        Real Estate and Inflation (#157)
        Distressed Property Acquisitions in an Exchange (#159)
        Tax Proposals vs Tax Certainty with 1031 Exchanges (#161)
        Intent to Hold for Investment-Part 2 Reesink v Comm (#162)
        Impact of New 3.8 Percent Medicare Tax on Investors (#163)
        2012 Reviewed and Changes for 2013 (#164)
        A 92 Year-Old Solution for Real Estate Investors Facing Higher Taxes in 2013 (#166)
        Fair Market Rent (#167)
        Leasehold Interests VIP Industries Case (#170)
        Non-California Replacement Property Acquisitions-AB 92 (#172)
        Due Diligence When Recommending a QI (#173)
        Capital Gain Tax Rates and 1031 Exchange Benefits (#174)

   
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