1031 Exchanges Done Right Since 1991
Our 1031 exchange intermediary services get deals done by delivering secure solutions uniquely designed to maximize the potential of each 1031 Exchange. As a 1031 exchange facilitator our goal is to help you protect equity in your investments and give you the freedom to pursue your goals.
Why choose EA as your Qualified Intermediary (QI)?
We’re experts in 1031 exchanges, an IRS-authorized process that lets you exchange like-kinds of property—while deferring tax liability.
Enjoy More Flexibility
The professionals at Equity Advantage will show you how a 1031 exchange empowers you to move from investment to investment, while keeping your equity intact.
Defer Your Tax Liability
Instead of facing taxes of a third or more on your gain with a sale of your investment property, put that money into a new investment with a 1031 exchange.
With You Every Step of the Way
Since 1991 we’ve facilitated the full range of exchanges. Our team includes experts in taxation and investment analysis, contract law, escrow, and real estate.
Whether utilizing a Delayed, Reverse or Improvement Exchange
we have the experience and expertise necessary to get the difficult deal done.
For three decades, we’ve been the 1031 Exchange experts.
We’ll help you with contracts, consult with you on taxation, evaluate investments, and most importantly partner with you.
David Moore, CEO, founded Equity Advantage with his brother Tom in 1991, after a successful real estate investment career. David is a nationally recognized expert on 1031 exchanges and a former board member of the Federation of Exchange Accommodators. David is a Certified Exchange Specialist (CES).
Contact David Moore
Thomas Moore is the President of Equity Advantage and a cofounder, with his brother David. Tom takes great pride in the firm being a true resource for clients, pointing to the number of repeat clients the firm has. He is a graduate of UC San Diego.
We are here to answer your 1031 Exchange questions.
It’s important to our clients to understand the process they are about to go through before they actually begin a exchange. For this reason, we’re only a phone call away, plus we offer classes and a wealth of 1031 Exchange reference materials on our website.
The IRS requires that an Exchangor use a neutral third party, known as an intermediary or accommodator, to facilitate a 1031 Tax Free Exchange. Equity Advantage, Inc. is a qualified intermediary agency able to properly assess the current 1031 Exchange rules and assist Exchangors with the process.
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2 The Exchanged properties must be like-kind to one another. If selling real estate, the Exchangor must purchase real estate. If selling personal property, the Exchangor must purchase personal property of the same class.
3. The exchange must satisfy the “Napkin Test.” This means, the Exchangor needs to go across or up in value and equity when finding a replacement property. If they reduce their value, they will owe taxes on the difference.
4. There must be continuity of vesting throughout the exchange. The same entity that gives up the relinquished property must receive the replacement property. (If John Smith sells property A, he must be the one that buys property B)
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Call Equity Advantage today for answers to your 1031 Exchange questions.
Latest News – Videos – Educational Opportunities – Resources
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1031 Exchange Video Blog
1031 Exchange expert, David Moore Equity Advantage CEO, answers what you want to know about 1031 Exchanges. Watch or read, the last information regarding 1031 opportunities, best practices and expert tips.
David Moore and Tina Colson of Equity Advantage take a look at the 1031 exchange timelines and how they will be affected by COVID-19. What You Will Learn in This Video 1031 Exchange Timeline’s What Are the...
Watch or Read Let’s look at when you can get money out of a 1031 exchange—an important topic in today's hot market. With an exchange you need to identify a property within a certain time frame and rescind...
Watch or Read To make the most of their opportunities, investors should understand their options for tax savings with a 1031 exchange. David Moore of Equity Advantage examines the four basic rules that...
1031 Exchange Ask the Experts
David Moore, Equity Advantage CEO teams up with industry experts to answer questions they are most asked by clients about 1031 Exchanges, market trends and opportunities in this video series. Watch, listen or read, to find out what the experts have to say.
David Moore with Equity Advantage asks the expert attorney Connie Rathbone with Dunn Carney about tenancy in common (TIC). They break down the misconceptions about TIC and discuss the importance of working with good people. Get advice from the experts to maximize your...
David Moore with Equity Advantage asks the expert Jonathan Frizzell with CBRE about cost segregation. Understand how cost segregation works and whether a cost segregation study might serve as an audit trigger for the IRS. Get the expert advice you need to protect your...
David Moore with Equity Advantage asks the expert Jonathan Frizzell with CBRE about cost segregation. Learn when a cost segregation study should be performed and find out some of the common misconceptions about cost seg. Get advice from the experts to maximize your...
1031 Exchange News and Continuing Education Classes
1031 EXCHANGE EXTENSION – NOTICE 2020-23 Due to the Coronavirus Pandemic the IRS has issued guidance extending the time periods for individuals currently in an exchange. IRS Notice 2020-23 provides that those performing time-sensitive actions listed in Revenue...
5 Ways Your Retirement Account Can Be the Bridge to Your Future! Join us from the safety of your own home on Thursday, April 23rd, from 10:00 – 11:00 am for IRA Advantage’s next Seminar! Taught by David Moore on GoToWebinar Today you may be wondering what the future...
Governor Brown Expands Moratorium on Residential and Commercial Terminations and Eviction for Non-Payment of Rent Linked below is Governor Brown’s most recent executive order effective April 1st, expanding the moratorium on residential and non-residential evictions...