Avoiding IRS Dealer Status (Legally): 1031 Exchange Strategies
Learn from the 1031 Exchange Bros to avoid IRS dealer status (legally) and boost ROI. It's about leveraging smart holds and tax deferral. Strategy wins!...
Here’s Who Will Fund Your Reverse 1031 When Big Banks Won’t
Learn why big banks won't finance your Reverse 1031 Exchange and about better lending alternatives from the 1031 Exchange Bros....
2025 Tax Tips: Leveraging Charitable Remainder Trusts (CRT) & 1031 Exchange
Experts Lon Dufek and Tina Colson-Jones share insights on charitable remainder trusts and 1031 Exchanges for effective real estate exit strategies in 2025....
Last-Minute Pivot to a Reverse Exchange Saves the Deal!
A Reverse 1031 Exchange turned a dream property into reality while deferring taxes. Learn how the 1031 Exchange Bros used this strategy to save the deal!...
9 Key Factors That Shift the IRS’s View: From Real Estate Investor to Dealer
The 9 IRS criteria that determine dealer status in real estate and how this affects your eligibility for a 1031 Exchange. Insights from the Exchange Bros....
Fourth of July Office Closure
Please note that our offices will be closed on Friday, July 4th, 2025, in honor of the holiday. Regular office hours will resume on Monday, July 7th....
Deals in a Shifting Market: Reverse Exchanges, Seller Financing & Smart Equity Moves
Market dynamics are shifting. David and Tom Moore discuss how to maximize equity through 1031 Exchanges, seller financing, and market-savvy moves in 2025....
Maximizing Your Exit Strategy: Understanding Charitable Remainder Trusts (CRTs)
Discover how Charitable Remainder Trusts (CRTs) offer a smart exit strategy for real estate investors, enabling tax deferral, lifetime income, and charitable impact....
721 UPREITs Unveiled: Dispelling Liquidity Myths in Real Estate Investing
Discover the reality of 721 UPREITs and liquidity with insights from David and Tom Moore, along with experts Steve Mark Emerson and Robert Smith....
Tacos & Trusts: The 1031 Exchange Bros’ Recipe for Financial Success and Happiness
David and Tom Moore combine networking, Delaware Statutory Trusts, and a love for tacos to unlock wealth-building opportunities at the Emerson conference....
