The 1031 Exchange Blueprint
Defer the tax on your property sale; by the book.A Section 1031 like-kind exchange lets you sell an investment property and roll the entire gain into a replacement without paying tax now. But it is a deadline-driven, intermediary-controlled transaction where a single missed clock or a misrouted dollar disqualifies the whole exchange. This Pro guide shows you exactly how a 1031 works — the 45- and 180-day deadlines, the qualified intermediary, the identification rules, how boot is taxed, and how your basis carries forward — and it comes with an Excel tool that runs your deadlines, your boot, and your carryover basis on your own figures.WHO THIS IS FOR· Real estate investors about to sell an appreciated rental or commercial property· Owners weighing a 1031 exchange against an outright sale and its tax bill· Investors who have heard of boot and carryover basis but never seen the math· Anyone who wants to walk into a qualified intermediary already knowing the deadlines and the numbersWHAT'S INSIDEThe ebook — a 38-page, plain-English Pro guide (2026 edition) with nine chapters:· What a 1031 really is — the tax it defers, the like-kind rule, and what the 2017 law left in· The two clocks — 45-day identification, 180-day completion, and why there are no extensions· The qualified intermediary — why you cannot touch the money, and how the QI holds it· Identification rules — the 3-property, 200%, and 95% rules and how to write the notice· Boot — cash and mortgage — how cash boot and debt-relief boot are taxed (lesser of gain or boot)· Basis carryover — the basis you carry into the replacement, and depreciation going forward· Advanced structures — reverse, improvement, partial, and related-party exchanges· When NOT to do a 1031 — step-up at death, opportunity zones, and the recapture math· A full exchange, start to finish — one relinquished sale carried to a deferred replacementThe Excel tool — 1031 Deadline & Boot/Basis Calculator. Enter your sale closing date, prices, costs, basis, and mortgages, and it returns your 45- and 180-day deadlines with days remaining, your realized and recognized (taxable) gain, your boot, your deferred gain, and your carryover basis into the replacement — all on the 2026 rules cited in the book.WHAT YOU'LL WALK AWAY ABLE TO DO· Compute your 45-day identification and 180-day completion deadlines from any sale date· Structure the exchange to defer the most gain — equal or up in price and debt· Calculate cash and mortgage boot and the recognized gain you will actually pay tax on· Carry your basis into the replacement and know how depreciation continues· Judge when a 1031 is the right move versus holding, a partial exchange, or a QOZFORMAT & DELIVERYInstant download. PDF ebook + Excel tool (.xlsx). Lifetime access and free updates.SAVE MORE WITH THE PACKThis title is part of the Real Estate Investor Pack — bundled at a steep discount ($449). Or get every Tax Confident guide with the All-Access Pass ($699).FAQIs this current? Yes — it uses 2026 rules and figures, including the post-2017 real-property-only definition, the 45- and 180-day deadlines, and the identification rules. Confirm current-year tax-law treatment before you commit.Do I need special software? Any spreadsheet app that opens .xlsx (Excel, Google Sheets, Numbers). Just fill in the light-blue cells.Is this tax advice? No. It is educational and makes you a sharp, informed investor. A 1031 is high-stakes — it does not replace your own qualified intermediary or preparer.Will this file my exchange for me? No. It is an educational tool that runs your deadlines and your boot/basis math so you can plan. The exchange itself is executed through a qualified intermediary and reported on Form 8824.Refunds? If it is not what you expected, reach out at hello@taxconfident.co. Disclaimer: This product is for educational purposes only and does not constitute tax, legal, or financial advice. Tax rules and thresholds change — consult a qualified tax professional regarding your specific situation.taxconfident.gumroad.com · hello@taxconfident.co
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