1031 Exchange Services

1031 services represent the accommodation of 1031 tax deferred exchanges. The Internal Revenue Code (IRC) Section 1031 states “no gain or loss is recognized when property held for productive use in a trade, business or investment is exchanged for property held for productive use in a trade, business or investment.” The 1031 exchange defers the recognized gain or capital gains tax due until the sale of the replacement property. Another 1031 exchange can be initiated as often as needed.

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LKE Analysis

Like Kind Exchange AnalysisOne of the fundamental rules of a 1031 Exchange is that the properties exchanged must be of “like-kind”. Given the importance of this rule, understanding what qualifies as “like-kind” is imperative to using a 1031 Exchange to your advantage. If the transaction qualifies for Section 1031 Exchange treatment though, the capital gains tax obligation can be deferred, potentially saving a substantial amount of money that can then be re-invested.

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Aircraft 1031 Exchange Testimonial

Aircraft 1031 Exchange Cessna 310This 1031 exchange was a referral from AIC Title Services in Oklahoma City, Oklahoma. The client was exchanging a Cessna 340A and replacing with Cessna 310Q with air. This was a forward exchange where the funds from the disposition were wired to a qualified escrow account and held until needed for the acquisition of the replacement aircraft.

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Silver Bags of Pre-1965 Coins: 1031 Eligible

Bags of Silver Coins“Junk” bags of U.S. circulated silver coins such as dimes, quarters and half dollars minted before 1965 are eligible as replacement property in a 1031 exchange. These coins are typically traded in $1,000 face value and contain 715 to 770 ounces of silver, representing an inexpensive way to purchase silver per ounce. Fractional bags of 125, 250 and 500 silver dollars, in addition to silver collectibles such as the certified MS63 to MS65 U.S. silver dollars and MS 60 Morgan and Peace silver dollars are acquired to hold for silver content and coin scarcity.

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Barton Ridge 1031 Exchange Eligible Investment Property

Barton Ridge 1031 Eligible PropertyBarton Ridge, a 1031 exchange eligible investment property represents 5,000 acres of the most wonderful hunting, fishing and overall outdoor experience in the Southeast. A diverse wildlife habitat, Barton Ridge has developed into one of the premier trophy animal areas in the entire Southeast. Whether you enjoy a hunt with flushing dogs in the more traditional manner or utilizing the European driven style, the crackling of the birds followed by the bursting of wings is a wonderful moment. Barton Ridge’s many streams offer a unique opportunity for fly fisherman along with a catfish pond and trophy bass on a trophy managed pond sets.

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1031 Exchange Guidelines

1031 Exchange GuidelinesAs a general rule, anytime you sell property, the gain you receive as a result of the sale is subject to capital gains taxes. For example, if you purchased a property five years ago for $100,000 and now wish to sell it for $150,000, you would be subject to paying capital gains taxes on the gain of $50,000. One strategy that allows you to defer capital gains is to enter into a 1031 Exchange. Section 1031 of the Internal Revenue Code can provide an effective mechanism for deferring the payment of payment of capital gains taxes if the 1031 exchange guidelines are followed.

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