When is someone disqualified from being your Qualified Intermediary?
Did you know that in some situations, a person cannot act as a Qualified Intermediary (QI) for your transaction?
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As your Qualified Intermediary, we make it our job to keep you in the know on all things 1031 Exchange. For recent news and industry updates, look no further.
Can I Flip Properties and Do 1031 Exchanges?
Flipping homes can be great for profit, but can you do a 1031 Exchange upon the sale of that property? The answer is no in most cases. Read on to understand why and what facts the IRS and your tax professional will review to see if a 1031 would qualify in your specific situation.
Read moreCommon Identification Mistakes in a 1031 Exchange
In a 1031 Exchange, you have a strict window of exactly 45 calendar days to identify your next investment or risk losing your entire tax deferral.
Read moreWhat 1031 Exchange Investors Need to Know About California’s “Claw-Back” Rule
Don’t let California’s “claw-back” rule catch you off guard. Discover how the state tracks deferred gains across state lines and why filing Form FTB 3840 is essential to maintaining your tax-deferred status.
Read moreConstructive Receipt Issues
Don’t let constructive receipt ruin your 1031 Exchange. Discover the procedural requirements and the important role Security 1st Exchange plays as a Qualified Intermediary (QI). Click here to learn about these essential compliance details.
Read moreBenefits of Investing in Real Estate
When you invest in property held for investment purposes, whether that is a rental house or a commercial asset, there are a number of advantages for that property owner. Here are just a few.
Read more1031 Exchanges that Split Between Tax Years
As we enter 2026, many taxpayers will have their 1031 Exchanges that started in 2025 but will not conclude until 2026. This situation can bring up questions that need to be addressed with your tax professional.
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