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1031 Exchange Intermediary Services for Real Estate Investors

Defer Capital Gains with IRS-Compliant 1031 Exchanges

Dimov Tax presents 1031 intermediary services managed by an experienced 1031 exchange CPA team. As a trusted qualified intermediary (QI) for Section 1031, we present assistance to real estate investors in deferring capital gains when selling and reinvesting in like-kind exchange properties. Our process intends to safeguard the funds, make sure of strict IRS compliance, and provide a solid path for the 1031 exchange real estate investment.

What Is a 1031 Exchange?

A 1031 exchange, named after Section 1031 of the Internal Revenue Code, enables real estate investors to defer capital gains taxes when they sell an investment property and reinvest the proceeds into another qualifying property. The mentioned approach assists in preserving equity for future investments and supports long-term portfolio growth.

In accordance with the IRS guidelines, the properties involved should be “like-kind,” in other words, they are held for investment or for use in a trade or business. We can exemplify them with commercial buildings and rental properties or land. This rule presents flexibility and enables investors to exchange distinct types of real estate and stay fully align with the IRS guidelines.

This strategy is widely used by the below parties:

  • Real estate investors looking forward to expanding their holdings
  • Business owners selling or upgrading commercial property
  • Developers and multifamily asset managers
  • High-net-worth individuals and family offices

Collaborating with a qualified intermediary 1031 team, investors can easily streamline the process, satisfy all IRS deadlines, and secure the benefits of a like-kind exchange services. Our experience with 1031 intermediary services makes sure of full accuracy in reporting and smooth coordination for the 1031 exchange real estate investment.

Why You Need a Qualified Intermediary (QI)

The IRS prohibits taxpayers from receiving or controlling the sale proceeds directly. Using a Qualified Intermediary under the IRS safe harbor is naturally the standard way to prevent constructive receipt and keep the exchange eligible for tax deferral. In case of taking possession of the proceeds, the exchange is immediately disqualified, and capital gains taxes will be due.

A qualified intermediary 1031 makes sure of below subjects:

  • Preparation of IRS-compliant exchange documents
  • Secure holding of funds in escrow
  • Accurate tracking of the 1031 exchange timeline (45 days to identify, 180 days to close)
  • Smooth coordination with title and escrow companies

Without a trusted QI or experienced 1031 tax exchange company, even small mistakes can generate immediate taxation liability and eliminate the benefits of defer capital gains real estate strategies.

Our 1031 Intermediary Services

Dimov Tax proudly presents comprehensive 1031 intermediary services to support real estate investors at every step of the exchange process. Our seasoned 1031 exchange CPA team acts basically as a qualified intermediary 1031 in order to establish full compliance with IRS rules. Our intention is to present aid in deferring capital gains real estate taxes and protect your investment.

Our services include:

  • Preparing all necessary exchange documentation
  • Coordinating with escrow and title companies
  • Securing funds in dedicated escrow accounts
  • Tracking deadlines throughout the 1031 exchange timeline (45-day identification, 180-day closing)
  • Presenting IRS reporting and compliance support

All services follow IRC Section 1031 and Treasury Regulations. We also rely on IRS Publication 544 as a reference guide in order to explain like-kind exchange rules in detail.

Types of 1031 Exchanges We Support

Dimov Tax presents expert 1031 intermediary services to guide our clients through distinct exchange structures, making sure that every step fully complies with IRS rules and deadlines. Our team presents assistance in choosing the correct strategy for the 1031 exchange real estate investment:

Delayed Exchange

The most typical one. The sale and purchase occur separately within the 1031 exchange timeline (45 days to identify, 180 days to close).

Reverse 1031 Exchange

Acquire the replacement property first and sell the relinquished property later.

Construction/Improvement Exchange

Use exchange funds to renovate or build on a replacement property before finalizing the exchange.

Simultaneous Exchange

Sell and purchase properties on the same day.

Our experienced 1031 exchange CPA team can present the knowledge and support needed to complete even complicated exchanges confidently.

Why Work With Dimov Tax

When it comes to a 1031 exchange real estate investment, experience is a fundamental element. Dimov Tax provides professional 1031 intermediary services supported by a CPA-led team in order to keep every action fully IRS-compliant.

We present:

  • A 1031 exchange CPA team with deep real estate expertise
  • Secure fund handling with strict compliance controls
  • Audit-ready documentation to aid precise IRS reporting
  • Proven experience managing high-value and complicated exchange scenarios, covering reverse 1031 exchange transactions
  • Nationwide support with fast turnaround times

As a trusted qualified intermediary 1031, we present support in protecting your funds, staying on schedule with the 1031 exchange timeline, and deferring capital gains real estate taxes and of course, maximizing the value of your exchange.

1031 Exchange

Get Started Today

We are aware that a 1031 exchange is time-sensitive — so, we highly recommend working with a team that gets it right. Dimov Tax provides professional 1031 intermediary services to keep the 1031 exchange timeline on track and help you defer capital gains real estate taxes.

Request a Free Consultation by filling out our short form with basic details. Our experienced qualified intermediary 1031 team will present guidance step-by-step so you can maximize the benefits of your exchange.

Unlock Hidden Tax Savings with an 1245X Study

Start maximizing deductions today with Dimov Tax. Our team specializes in locating Section 1245 property and delivering precise results through a comprehensive 1245X tax study.

Contact us now to discuss your property type, estimated value, and tax-saving goals:

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