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1031 Exchange Investor Checklist
Step-by-step checklist across all 8 phases of a 1031 exchange — from pre-listing prep through Form 8824 filing. The exact checklist I give every client.
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The Complete 1031 Investor Toolkit
All 3 guides bundled — checklist, timeline chart, and tax strategy guide. Delivered to your inbox.
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1031 Exchange Timeline Chart
Every deadline, every milestone, every buffer to build in. Includes the tax-return timing trap and disaster-extension rules.
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Real Estate Tax Strategy Guide
Six strategies beyond 1031 — cost segregation, opportunity zones, 121 exclusion, step-up at death, DSTs. How they stack.
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