Like-kind property must meet the definition set out by the Internal Revenue Service (IRS) to qualify for a Section 1031 transfer. The two assets must be of the same type but do not need to be of the same quality to qualify as like-kind property

Investors review multiple factors when identifying a property to purchase.  If conducting a 1031 exchange, the pressure is only heightened by the 45-day window to identify.  Limited resources and experience might prevent an investor from making the most of the tax code on the replacement property.

 

Clients can eliminate the idea of going it alone with access to a national network of real estate professionals that provide both turn-key solutions and customized portfolios. Advantage Wealth Solutions can maximize the investment opportunity through brokers, developers, and asset managers that will acquire replacement property for clients conducting an exchange.

PO Box 1031, Windham, NH 03087

24 Mitchell Pond Rd, Windham, NH 03087

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The content is developed from sources believed to be providing accurate information.  The information in this material is not intended as tax or legal advice.  Please consult legal or tax professionals for specific information regarding your individual situation.

 

This is neither an offer to sell nor solicitation of an offer to buy any securities. Offering facts and terms are controlled by a sponsor’s final Private Placement Memorandum (or prospectus). All investments and tax strategies have risks, including the possible loss of principal in many cases. Always review the offering document for a more thorough discussion of risks, expenses, and limitations. Certain investments discussed on this site are illiquid  and  generally cannot be sold readily on the open market. If you need to sell an asset to raise money quickly, you may not be able to do so.  Other investments are only available to accredited investors; the Security and Exchange Commission defines an accredited investor as an individual with either $1 million in net worth (all assets, excluding primary residence, less all liabilities) or net income for the last two years of $200,000 or greater ($300,000 if married) with a reasonable expectation of such earnings in the current year.

Past performance and/or forward statements are never an assurance of future results. Advisory Group Equity Services, ltd., its affiliated companies, and its representatives do not give tax, legal or accounting advice; nothing herein should be construed as such.

Securities Offered Through: Advisory Group Equity Services, Ltd., Member FINRA/SIPC/MSRB 

Advisory services offered by Trust Advisory Group, Ltd., a Registered Investment Advisor, 444 Washington St., Suite 407, Woburn, MA 01801  781.933.6100 

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