She Spent $10,000… and the Custodian Rejected It
The wrong self-directed IRA structure can slow transactions and increase costs. Learn how active investors avoid common setup mistakes....
Video 1031 Exchange
The Tax Consequences of Seller Financing in a 1031 Exchange
Using seller financing in a 1031 Exchange can result in taxable boot. See how notes and installment sale treatment impact tax deferral....
When Section 121 Is Not Enough for Today’s Home Sellers
Rising home values often exceed Section 121 limits. Learn how Section 121 and a 1031 Exchange can work together in mixed-use property sales....
Can You Do a 1031 Exchange Without Going Up in Value?
A 1031 Exchange does not always require going up in value. Learn how value, equity, and debt impact your Exchange....
How Boot Affects Your 1031 Exchange Taxes
Avoid unexpected taxes in your 1031 Exchange. Learn how boot from cash or debt relief is taxed and how to plan your exchange properly....
1031 Exchange Tips to Avoid Unexpected Taxes
Learn when boot is taxable and how filing timing affects your 1031 Exchange. Expert advice from Tom Moore to protect your tax deferral....
1031 Exchange Year-End Tax Planning Strategies
David and Tom Moore explain year-end 1031 Exchange planning, including boot, seller carry, cash-out refi timing, and Section 121 strategies....
Maximize 1031 Exchange Benefits with High Leverage DSTs
Learn how high leverage DSTs can help investors achieve full tax deferral in a 1031 Exchange while preserving capital and reducing tax liability....
Why Using AI for 1031 Exchanges Is a Bad Idea
David and Tom Moore explain why AI cannot replace professional guidance when planning a 1031 Exchange....
Maximize Investment Flexibility with a Partial 1031 Exchange
Learn how partial 1031 Exchanges let you take cash, reduce debt, and defer taxes while keeping your Exchange valid....
